Risk Profile: The growth approach means you are comfortable with fluctuations which are slightly less than the stock market and you are looking to receive most of the upside/downside.
Recommended Investment Term: 6+ Years
Benchmark: Average Return of a Fund in the South African Multi-Asset High 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 Growth Bundle includes constraints commensurate with the constraints of funds in the ASISA South African Multi-Asset High Equity Category in order to allow the bundle to maintain its growth 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 Growth Bundle objective is to achieve similar returns compared to that of the average fund in the ASISA South African Multi-Asset High 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.