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The BALANCED HEDGED strategy is suitable for private investors who need an investment that has the highest probability of sustaining their withdrawal rate for as long as possible. It can be used, but is not limited to, Living Annuity products. The portfolio is constructed using a combination of traditional assets and hedge funds to provide a more predictable outcome for clients who may be withdrawing a reasonable level of income from the portfolio. This is achieved by choosing a strategic asset allocation which has the highest probability of producing a consistent return whilst minimising short-term downside risk. The portfolio is managed by giving consideration to sequence risk, return consistency and minimising ruin probability. The strategy balances the trade-off between returns higher than CPI + 4% and the risk of short term capital losses.
Deliver Outcomes
Deliver Outcomes
R100 invested 5-years ago will now be worth:
Achieve Consistency
Achieve Consistency
Percentage of times the strategy achieved or exceeded returns of CPI+4% over a rolling 5-year period since inception:
Balanced Hedged Portfolio
ASISA MA Med Equity
Manage Risk
Manage Risk
How often did the strategy deliver a negative return over 1-year and what was the worst 1-year return since inception?
| Balanced Hedged Portfolio % Negative | ASISA MA Med Equity % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.00% | 6.74% |
| Worst 1Y Return | 0.30% | -12.91% |
* 1-year rolling periods since inception.
Capital Preservation
Capital Preservation
Balanced Hedged Portfolio
Over the last 5-years, the strategy delivered an annualized return of:
Platform Availability
Model Portfolio Characteristics
| Investment Goal | Income and Capital Growth |
| Expected Return | CPI+4% |
| Investment Horizon | 5+ Years |
| Growth Assets (max) | Max 50% |
Privileged Document
This factsheet is restricted to accredited Amity Investment Solutions financial advisors. Please enter your registered email address to verify your access.
Not an accredited advisor? Contact Amity
Info
The BALANCED HEDGED strategy is suitable for private investors who need an investment that has the highest probability of sustaining their withdrawal rate for as long as possible. It can be used, but is not limited to, Living Annuity products. The portfolio is constructed using a combination of traditional assets and hedge funds to provide a more predictable outcome for clients who may be withdrawing a reasonable level of income from the portfolio. This is achieved by choosing a strategic asset allocation which has the highest probability of producing a consistent return whilst minimising short-term downside risk. The portfolio is managed by giving consideration to sequence risk, return consistency and minimising ruin probability. The strategy balances the trade-off between returns higher than CPI + 4% and the risk of short term capital losses.
Deliver Outcomes
R100 invested 5-years ago will now be worth:
Achieve Consistency
Percentage of times the strategy achieved or exceeded returns of CPI+4% over a rolling 5-year period since inception:
Balanced Hedged Portfolio
ASISA MA Med Equity
Manage Risk
How often did the strategy deliver a negative return over 1-year and what was the worst 1-year return since inception?
| Balanced Hedged Portfolio % Negative | ASISA MA Med Equity % Negative | |
|---|---|---|
| % Negative 1Y Returns | 0.00% | 6.74% |
| Worst 1Y Return | 0.30% | -12.91% |
* 1-year rolling periods since inception.
Capital Preservation
Balanced Hedged Portfolio
Over the last 5-years, the strategy delivered an annualized return of:
Model Portfolio Characteristics
| Investment Goal | Income and Capital Growth |
| Expected Return | CPI+4% |
| Investment Horizon | 5+ Years |
| Growth Assets (max) | Max 50% |
Platform Availability
Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
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