By blending various asset managers and classes, like stocks, bonds, and cash, Model Portfolios diversify risk, increasing overall portfolio stability and potentially reducing risk. This diversification helps maintain consistent returns across various market conditions.

Experienced professionals and investment teams construct and manage Model Portfolios using a robust Investment Process. This expertise is valuable for advisors who lack the time or knowledge to manage portfolios themselves, freeing up time to serve existing clients and acquire new ones.

Investors with common investment goals and risk profiles are grouped into the same model portfolio. This approach enables the portfolio manager to swiftly implement decisions for the collective benefit of all investors, ensuring fair and efficient treatment for all clients.

Model Portfolios offer enhanced transparency into their underlying investments and fees, allowing investors to easily view the portfolio’s holdings and associated charges. This transparency aids investors in understanding their investments and risk exposure, fostering alignment with their goals and reducing the likelihood of selling during market volatility.

Model Portfolios offer access to leading South African and global funds and managers. They also provide access to unique investment solutions not found on regular retail platforms. These portfolios offer flexibility in constructing bespoke solutions for financial advisors, empowering investors to strategically position their portfolios for market opportunities and risk management.

The portfolio manager constantly tracks the Model Portfolio’s performance and alignment with its goals. Periodic rebalancing to the target asset allocation maintains the desired risk and return profiles, helping investors stay on course with their objectives.

Model Portfolios use risk management methods like asset allocation and diversification to reduce risk, particularly in volatile markets. Investors without assets in the Model Portfolio miss out on its risk management benefits during market turbulence, potentially increasing their capital loss risk.

Analytics generates monthly MDD’s (fund fact sheets) for all managed Model Portfolios, offering clients regular updates on holdings, performance, and risk. These sheets also provide asset allocation, fee data, and an overview of the portfolio’s objective and strategy. Furthermore, Analytics hosts quarterly investment meetings, delivering a detailed performance review and portfolio positioning update, along with macroeconomic event insights.

The Analytics Core Range of Model Portfolios is accessible on all major Investment Platforms without any minimum asset requirement. This provides Financial Advisors and their clients with convenient access to diverse investment strategies, regardless of their assets under management.

Analytics manages a wide range of Model Portfolios, spanning from ultra-conservative to highly aggressive, with both local and offshore (USD) options. These options aim to meet all client needs in a diversified and cost-effective manner.

Income
Multi-Asset Income, STEFI+1%, Regulation 28

Stable
‍Low equity Regulation 28

Balanced
‍High equity Regulation 28

Shari’ah Balanced
‍High equity Regulation 28

Flexible
‍Flexible, high equity non-regulation 28

TFSA
‍Flexible, high equity non-regulation 28

Global Growth (ZAR)
‍Long term capital Growth; foreign equity exposure between 80% and 100%

Global Income
Alternative to US$ cash with a focus on capital protection.

Global Balanced
Moderate capital growth, max equity exposure of 65%

Global Growth
Long term capital growth; foreign equity exposure between 80% and 100%