This strategy is suitable for the medium-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 5 to 7-year investment horizon. The risk capacity for this goal and the medium-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 solution is designed to deliver a return which ranges between inflation and 4% above inflation over any rolling 5-year period. The model further aims to deliver a return of inflation or higher with a 90% probability over a rolling 5-year investment horizon

This strategy can be accessed through a model portfolio option or a CIS fund option. Should the investor wish to invest in a model portfolio, they should make use of the Guarded Growth Model Portfolio available on most of the major LISP’s. Should they wish to access this strategy by using a CIS fund, they can make use of the Amity BCI Prudent FoF.

The current TIC of this model is 1.22% (note however this includes the DIM fee).

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