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.

This model continues to deliver on the four investment pillars being outcomes, consistency, risk and capital preservation.

It managed to consistently (89% of the time) outperform cash and also outperformed CPI+4% 63% of the time. Over 5-years we also see this model returning 6,7% return, well ahead of cash and the ASISA sector.

This strategy can be accessed through a model portfolio option.

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

This model is available on most major platforms.

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