SPI Diversified Growth Fund
Investment Strategy
The objective of this portfolio is to provide investors with long term capital growth. The portfolio aims to generate a return of CPI+5% p.a. over any rolling 7-year period. This portfolio maintains a high risk profile and is limited to a maximum of 75% exposure to equities, which is comparable with the High Equity sector. The portfolio adheres to the guidelines set by Regulation 28.
Who should consider investing in the SPI Diversified Growth fund?
The High Growth Fund is suitable for you if:
- You are looking for exceptional long-term capital growth
- You are comfortable to assume a moderate to high level of market risk
- You are ideally investing 5 years for retirement investment
SPI Alpha Fund
Investment Strategy
The portfolio’s objective is to deliver long term capital growth through equity centric investments and aims to generate a return of CPI+6% p.a. over any rolling 7-year period. The portfolio will have full flexibility to invest offshore or locally and is not limited to a maximum equity exposure, which makes this portfolio comparable with the Worldwide Flexible sector. The portfolio maintains a high risk profile and may invest in hedge funds from time to time in order to achieve its investment objective. The portfolio does not comply with Regulation 28.
Who should consider investing in The SPI Alpha Fund?
The SPI Alpha Fund is suitable for you if:
- You are looking for exceptional long-term capital growth with reduced volatility.
- You are retired and need an investment with less volatility but still achieve your goals.
- You are comfortable to assume a moderate to high level of market risk, but with improved risked adjusted returns.
- You are comfortable investing in Hedge Funds Strategies
- You are ideally investing 5 years for retirement investment.
SPI Diversified Income Fund
Investment Strategy
The objective of this portfolio is to provide investors with an alternative to cash with a focus on capital protection. The portfolio aims to generate a return of STEFI+1% p.a. over any rolling 12-month period. The portfolio maintains a low risk profile as it is limited to a maximum of 10% exposure to equities, which is comparable with the South African Multi Asset Income Sector. The portfolio adheres to the guidelines set by Regulation 28.
Who should consider investing:
• You are looking for consistent interest-bearing returns.
• You are have a low appetite for risk.
• You might need access to the funds in the short to medium-term (1-3 years).
• Your require a monthly income from your investment.
