This solution is suitable for private investors who need an investment that has the highest probability of sustaining their required income for as long as possible.

This model aims to achieve at least cash over a rolling 5-year period 90% of the time. The portfolio managed to so when considering the back testing data as this model has not been in existence for the full period shown on the MDD. The recent one year number does however indicate an excellent 1-year number of 9,7% well in excess of cash and the ASISA index.

This strategy can be accessed through a model portfolio option. This model is available on most major platforms.

The current TIC of this model is 1.23% (note however this includes the DIM fee).

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