• Investment Insights
• Global Macro Economic Scenarios
• Life Cycle Investing
• Tax Advantaged Investments
• Tax Free Zone
• Independent Employee Benefit Structure
• Remuneration Strategy

Best Performing Funds on a Risk Adjusted Basis
Category - Prudential High & Medium Equity.

Best Fund House in South Africa
Category - Small Fund Range

A simple approach to investing, ideally suited for investors who are unwilling or unable to make active investment decisions regarding how much risk they should take on or which fund managers they should use over time.

Using asset allocation strategies we manage your portfolio, increasing risk and return for those with longer investment horizons, typically younger investors and reducing risk and protecting capital for those closer to retirement.

Funds	Growth Fund	Balanced Fund	Defensive Fund
Investment Horizon	10 or more years to retirement	More than 5 but less than 10 years	Less than 5 years to retirement
Asset Allocation
Targetted Return	CPI + 7%	CPI + 5%	CPI + 3%
Actual Performance