Domestic Multi Asset Moderate
The Multi-Asset Strategy Domestic Portfolios aim to outperform their respective inflation linked benchmarks whilst striving to achieve market-related returns.The Portfolio is underpinned by a strategic asset allocation with periodic tactical shifts. The investment process combines quantitative asset allocation techniques using an optimisation algorithm with a tactical asset allocation overlay in determining its preferred asset class exposure and potential thematic tilts. A bottom-up fundamental analysis process identifies the underlying instruments that will give exposure to the various asset classes.
Why should you invest in this strategy?
You should invest in this strategy if you want to achieve a gross-of-fee total return of at least 3.5% above the currency CPI rate over rolling periods of 5 years or more within a moderate risk profile.
Watch the video below to learn more about this investment strategy.
Risk profile
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.
Wouter Van Der Merwe
CFA, Portfolio Manager, Somerset West
Contact a portfolio manager today
Contact your financial advisor or a Sasfin portfolio manager today to find out more about investing in a Domestic Multi Asset Moderate Portfolio.
Call me back
Related products
Sasfin | Wealth Advisory: Personalised Financial Planning Service
Our wealth advisors deliver holistic, independent and objective advice to help our clients set and meet their financial goals.
Sasfin | Online Investing: Digital Global Investment Solutions
Invest towards your retirement and other life goals. With access to global investment solutions, you can take control of your financial wellbeing.
Sasfin Wealth | Portfolio Management & Stockbroking
Our team of experienced portfolio managers are committed to growing the wealth of our clients through high-touch service and tailored local and global investment portfolios.
Read our opinions, meet our people, be inspired
Insights
08 Nov 2021
0 min reading
Massmart – Investment Case
Global
02 Nov 2021
0 min reading
Equity Markets Higher - October In Review
Global
28 Oct 2021
0 min reading