Risk Profile: The balanced approach means your investment fluctuations will be less than the stock market and you are looking to receive some of the upside/downside.
Recommended Investment Term: 4+ Years
Benchmark: Average Return of a Fund in the South African Multi-Asset Medium Equity Category
Investment Methodology: Advicement Bundles are engineered using quantitative technologies that enable the manager of the bundle to focus on the investment objective without introducing cognitive biases or compromising the investment objective with concerns about anticipating future market performance. The Advicement Balanced Bundle includes constraints commensurate with the constraints of funds in the ASISA South African Multi-Asset Medium Equity Category in order to allow the bundle to maintain its balanced profile. The Advicement Bundle comprises of ETFs in order to maintain a low cost profile. The low cost of the underlying instruments together with the use of sophisticated diversification techniques, allows the Advicement Bundle to pass performance benefits to investors.
Investment Objective: The Advicement Balanced Bundle objective is to achieve similar returns compared to that of the average fund in the ASISA South African Multi-Asset Medium Equity Category.
Annual Management Fee: 1.00%
For additional information or to see if this bundle is appropriate for you, please visit the Advicement Website.