SWIP ETF Range of Portfolios - Moderate
The philosophy behind the SWIP range of ETF Portfolios is seeking to reward investors for their given level of risk appetite across five categories (from Conservative to Aggressive). We do this by diversifying the investment accordingly across asset classes and geographies through exposure to mainly Exchange Traded Funds.
Why should you invest in this strategy?
The objective is to maximise long-term returns for this risk strategy, achieving a minimum of CPI + 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.
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.
Contact a portfolio manager today
Contact your financial advisor or a Sasfin portfolio manager today to find out more about investing in a moderate risk strategy.
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