PRUDENT SOLUTION

PRUDENT FUND | CIS Fund

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.

RECENT PUBLICATIONS

OUTCOMES-BASED INVESTING- FINAL

We all know investing is personal. When clients invest money to finance certain life events that are important to...

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ADVISOR EXPERIENCE MANAGER

Tanya is your dedicated contact person.

Email: tanya@amity.co.za
Cell:    0832714349
Office: 0879805326

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