An outcomes-based model portfolio ideally suited for clients with short-term essential goals. This solution can also be used for client's where the end goal is to attempt to achieve CPI+3% over a rolling 3-year investment period. If a more predictable outcome is required and the private investors risk capacity for not achieving the required outcome is low, consider the Steady Growth model portfolio.

This portfolio aims to consistently and with a 90% probability, outperform CPI.

The excellent 3-year return number of 8,2% that this model managed to deliver, was well in excess of the ASISA category average (6,6%) as well as the CPI+3% target (7,6%).

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 Steady 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 Steady Growth Fund.

The current TIC of this model is 1.20% (note however this includes the DIM fee).

Model Portfolio Access