For investors who are looking for growth with an emphasis on income, and have little tolerance to the risk of market drawdowns.
Medium to Long Term Investor
Allan Gray Investment Services (Pty) Ltd , Sanlam Glacier, Momentum Wealth
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).
| 1 Yr Return | Avg. 5 Yr Return | Avg. 10 Yr Return | Avg. 10 Yr Return | Volatility | |
|---|---|---|---|---|---|
|
Signal Stable
Growth |
7.76% |
11.15% |
11.97% |
-4.61% |
0.040 |
|
Benchmark (ZALE) |
9.16% |
9.94% |
10.48% |
-5.35% |
0.038 |
0.40% (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.
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 Balanced 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.
