Signal High Growth Model Portfolio

For investors who are looking for enhanced returns, with an allocation wholly in high growth assets and can tolerate the risk of market drawdowns.

Fund Description

Consists of an asset allocation portfolio with an allocation wholly on High Growth assets.

Investor Profile

Medium to Long Term Investor

Benchmark

South African Multi Asset High Equity (ZAHE) , JSE TOP 40

Fund Manager

Alan Amler

Platforms

llan Gray Investment Services (Pty) Ltd, Sanlam Glacier, Momentum Wealth.

Launch Date

Time Horizon

Regulation 28 Compliant

Risk Rating

Targeted Annual Return

Targeted Maximum Drawdown

Signal High Growth Factsheet

Signal Client Mandate

Our Asset Allocation Model is a rules based methodology that buys and sells best-of-breed Unit Trusts across a number of asset classes, namely: property, bonds, fixed income, cash, equity, offshore and alternative investments. We work on the principal that all asset classes revert back to their longer term mean (reversion to mean) and a rigid rebalancing process takes place when asset classes and mixes within asset classes get out of sync. This results in achieving good long term growth whilst mitigating risk. We comply with the statutory investment limits set for retirement funds in South Africa (Regulation 28).

Comparative Statistics Jan 2004 to Sept 2014

	1 Yr Return	Avg. 5 Yr Return	Avg. 10 Yr Return	Avg. 10 Yr Return	Volatility
Signal High Growth	11.26%	14.42%	17.07%	-11.81%	0.079
Benchmark (ZAHE)	11.76%	12.85%	14.12%	-19.69%	0.079
JSE Top 40 TR	15.25%	17.89%	20.00%	-43.43%	0.161

Platform Admin Fee

0.51% (VAT excl)

Advisor Fee

0.50% to 1.00%

Switching Fee:

Nil

Maximum Fee:

1% (VAT excl)

Minimum Fee

0.25% (VAT excl)

Why use Signal?

Favorable Returns

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

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.

Competitive Cost Structure

Our cost structure is very competitive – our total expense ratio (TER) compares very favourably with the other balanced funds in the market place.

Introducing the "Fund of Funds"

Signal Offense Defense

This is our pride. Reliable and solid, proven back-tested results.We have utilised a combination of the best of breed retail hedge funds, to create a fund of differing hedge funds, A fund of funds. Signal Offense Defense consists of a mixture of best of breed South African Hedge Funds plus two value equity funds. There is a number of well recognized hedge fund strategies being market neutral, long short and commodity arbitrage.