This strategy is suitable for the long-term goals of private investors where a specific, more predictable outcome is required. The private investor requires a high probability of achieving a specific capital amount at the end of a 7-year or longer investment horizon. The risk capacity for this goal and the long-term investment horizon means the private investor is willing to tolerate more short-term volatility in an effort to achieve a higher return and capital amount at the end of the investment horizon. This strategy is suitable for South African investors looking to invest in a USD domiciled offshore portfolio.

This solution is designed to deliver a return which ranges between US CPI and US CPI +4% over any rolling 7-year period. The model further aims to deliver a return of US CPI or higher with a 80% probability over a rolling 7-year investment horizon.

This strategy can be accessed through a model portfolio on the Glacier International or Allan Gray Offshore platforms. Should the investor wish to invest in a direct offshore model portfolio, they could make use of the Global Growth Model Portfolio.

The current TIC of this model is 1.38% (note however this includes the DIM fee).

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