Domestic Multi Asset Moderate

The Multi-Asset Strategy Domestic Portfolios aim to outperform their respective inflation linked benchmarks whilst striving to achieve market-related returns.The Portfolio is underpinned by a strategic asset allocation with periodic tactical shifts. The investment process combines quantitative asset allocation techniques using an optimisation algorithm with a tactical asset allocation overlay in determining its preferred asset class exposure and potential thematic tilts. A bottom-up fundamental analysis process identifies the underlying instruments that will give exposure to the various asset classes.

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Why should you invest in this strategy?

You should invest in this strategy if you want to achieve a gross-of-fee total return of at least 3.5% above the currency CPI rate over rolling periods of 5 years or more within a moderate risk profile.

Watch the video below to learn more about this investment strategy.

Investment Growth

Asset Class Allocation

Risk-Reward

Returns

Risk profile

Low

1-3 years

Low-Mod

3+ years

Mod

3-5 years

Mod-High

5 years

High

7+ years

Our awards

<h4>Top Advice-Based Broker</h4>
Intellidex | 2021

Top Advice-Based Broker

<h4>Top Advice-Based Broker</h4>
Intellidex | 2020

Top Advice-Based Broker

Meet the portfolio managers

Our formidable investment team has developed a sound investment philosophy, combining thorough fundamental research, spanning various asset classes with focused analysis of global macroeconomic trends.

Picture of Rossouw Steyn

Rossouw Steyn

Portfolio Manager, Pretoria

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Picture of Wouter Van Der Merwe

Wouter Van Der Merwe

CFA, Portfolio Manager, Somerset West

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Contact a portfolio manager today

Contact your financial advisor or a Sasfin portfolio manager today to find out more about investing in a Domestic Multi Asset Moderate Portfolio.

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