SWIP Global Aggressive ETF Portfolio

The portfolio is designed for the cost conscious investor looking for aggressive global exposure in USD hard currency. Investors can access the solution with a lump-sum investment starting from USD5,000 with additional contributions of any amount thereafter. While the portfolio aims to maintain exposure to all major listed asset-classes, its strategic asset allocation leans heavily towards equities to pursue longer term growth, staying in line with its aggressive risk profile.

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Why should you invest in this strategy?

The objective is to maximise long-term returns for this risk strategy, achieving a minimum of CPI + 4.5% over a 3 year rolling basis. Optimal asset allocation is determined using sophisticated loss aversion statistical modelling.

Watch the video below to learn more about this investment strategy.

Investment Growth

Asset Class Allocation

Risk-Reward

Returns

Low

1-3 years

Low-Mod

3+ years

Mod

3-5 years

Mod-High

5+ years

High

7+ years

Meet the Portfolio Managers

Our formidable investment team has developed a sound investment philosophy, combining thorough fundamental research, spanning various asset classes with focused analysis of global macroeconomic trends.

Claudius Rostoll

Claudius Rostoll

Head: Central Investment Desk

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Contact a portfolio manager today

Contact your financial advisor or a Sasfin portfolio manager today to find out more about investing in a global aggressive risk strategy.

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