Our Investments
| Investment Name | Type | Risk | Time Horizon | ||
|---|---|---|---|---|---|
| Investment Solutions Superior Yield | Unit Trust | Low, Low medium | 03 to 50 years |  |
|
| Investment Solutions Real Return Focus | Unit Trust | Low, Low medium | 03 to 50 years | |
|
| Investment Solutions Institutional Equity | Unit Trust | High, Medium high | 03 to 50 years | |
We’ve queried our database of tax-free investments and selected ones that match your risk level and time horizon. So using the inputs you gave us on the previous page, we’ve queried our database for products that fit.
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Click the i next to each investment for more information about it. You can also click on the “contact me” links to have subscribing investment providers contact you.
Investment Solutions Superior Yield
The specialist managers selected for this portfolio may invest in money-market instruments and cash. Money-market instruments are liquid financial instruments that basically simulate cash.
The managers are given specific mandates aimed at providing an investment return above the average of moneymarket portfolios, while maintaining a high degree of liquidity and capital preservation. They may only be exposed to institutions or instruments with an A1 (F1) credit rating or better.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 | 7.47% | 6.08% |
| 3 | 6.65% | 5.45% |
| 5 | 6.45% | 5.29% |
Investment Solutions Real Return Focus
This portfolio is managed within what Investment Solutions regards to be moderate investment parameters. The investment managers selected for this portfolio are given specific mandates aimed at providing an investment return of 5% a year above inflation over any three-year rolling period with a secondary objective is to not lose capital over a rolling 12-month period.
Diversification is achieved by investing in equities, bonds, cash and alternative investments. Over the longer term, returns should be less volatile, but lower than those of a typical balanced portfolio because of the investment strategies of the managers, which may include investment in derivative instruments.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 | 4.20% | 10.74% |
| 3 | 7.19% | 10.45% |
| 5 | 8.03% | 10.68% |
Investment Solutions Institutional Equity
The Investment Solutions Institutional Equity Unit Trust is a specialist equity fund that will reflect Investment Solutions’ best view for a moderate risk equity portfolio, by combining managers with differing investment styles in order to create a focused, but suitable combination of securities for longer-term diversifiation. Investments to be included in the Investment Solutions Institutional Equity Unit Trust will, apart from assets in liquid form, consist primarily of equities (including listed property).
The effective exposure to equities, excluding listed property, will vary in a manner that is appropriate for medium risk equity portfolio and in accordance with the South African Equity General Portfolio ASISA fund classification category.
The portfolio will invest in listed and unlisted financial instruments, as permitted by the Collective Investment Schemes Control Act No. 45 of 2002 (“CISCA”) and subordinate legislation promulgated thereunder. The portfolio may not be leveraged. The Manager will not be permitted to invest on behalf of the Investment Solutions Institutional Equity Unit Trust in offshore investments.
| Return Period Years | Return Percentage | Benchmark Percentage |
|---|---|---|
| 1 | 1.62% | 6.14% |
| 3 | 9.12% | 13.74% |
| 5 | 11.60% | 15.62% |
