Medium to Long Term Investor
Our Fund Allocation Model is a rules based methodology that buys and sells best-of-breed Unit Trusts Hedge Funds and Value Equity Funds. We work on the principal that all the returns will revert back to their longer term mean (reversion to mean). A rigid rebalancing takes place when these fund returns get out of sync in relation to their long term means. This results in achieving good long term growth whilst mitigating risk. We are unconstrained in our allocation and therefore we are not bound by Regulation 28.
| 1 Yr Return | Avg. 3 Yr Return | Avg. 5 Yr Return | Avg. 7 Yr Return | Maximum Drawdown | Volatility | |
|---|---|---|---|---|---|---|
|
Signal Balanced Offense Defense |
9.02% |
14.87% |
16.12% |
15.21% |
-7.96% |
0.061 |
|
JSE Top 40 TR |
22.25% |
19.71% |
13.41% |
13.52% |
-21.47% |
0.183 |
0.49% (VAT excl)
0.50% to 1.00%
Nil
1% (VAT excl)
0.25% (VAT excl)
Our returns compare very favorably with existing balanced funds and we achieve lower drawdowns in times of market adversity, like in 2008.
We are flexible because of our size, which means that we can always get the allocation needed in each asset class, which some of the bigger balanced funds cannot achieve.
Our cost structure is very competitive – our total expense ratio (TER) compares very favourably with the other balanced funds in the market place.
