JSE PORTFOLIOS
The JSE Portfolio is aimed at clients who wish to invest in blue chip South African companies. We use a hybrid strategy, investing in JSE listed shares and ETFs, providing diversification through various asset classes, reflecting your risk appetite. We currently manage three JSE model portfolios which have delivered solid performances since inception.
Your JSE Portfolio can be invested directly on the JSE via a brokerage account or via a LISP structure as part of your Retirement Annuity Fund, Preservation Pension Fund, Preservation Provident Fund or Living Annuity.
Your JSE Portfolio can be invested directly on the JSE via a brokerage account or via a LISP structure as part of your Retirement Annuity Fund, Preservation Pension Fund, Preservation Provident Fund or Living Annuity.
Managed High Equity Portfolio
This portfolio is suitable for an aggressive investor seeking capital growth over the long-term on the JSE.
Managed Medium Equity Portfolio
This portfolio is suitable for an investor with a moderate risk profile who is seeking capital growth and income over the long-term capital on the JSE.
Managed Low Equity Portfolio
This portfolio is suitable for an investor with a conservative risk profile who is seeking modest capital growth and more income over the long-term on the JSE.