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The BALANCED INCOME strategy is suitable for private investors who need to withdraw a sustainable income for as long as possible. The strategy is designed to maintain a specified required income adjusted for inflation over time, for as long as possible. The portfolio is managed by giving consideration to sequence risk, return consistency and minimising ruin probability. The Strategy aims to provide a 90% probability of achieving a return higher than money market and optimize the consistency of achieving a return of CPI + 4% over rolling 5-years. The Balanced Income strategy is ideal for living annuities and discretionary investments from which an income is drawn. The exposure of this strategy to growth assets, i.e. equities, property and offshore equities, is limited to 55%
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 Income 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 Income Portfolio % Negative | ASISA MA Med Equity % Negative | |
|---|---|---|
| % Negative 1Y Returns | 4.33% | 6.74% |
| Worst 1Y Return | -8.34% | -12.91% |
* 1-year rolling periods since inception.
Capital Preservation
Capital Preservation
Balanced Income 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% |
| Reg 28 Compliant | Yes |
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 INCOME strategy is suitable for private investors who need to withdraw a sustainable income for as long as possible. The strategy is designed to maintain a specified required income adjusted for inflation over time, for as long as possible. The portfolio is managed by giving consideration to sequence risk, return consistency and minimising ruin probability. The Strategy aims to provide a 90% probability of achieving a return higher than money market and optimize the consistency of achieving a return of CPI + 4% over rolling 5-years. The Balanced Income strategy is ideal for living annuities and discretionary investments from which an income is drawn. The exposure of this strategy to growth assets, i.e. equities, property and offshore equities, is limited to 55%
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 Income 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 Income Portfolio % Negative | ASISA MA Med Equity % Negative | |
|---|---|---|
| % Negative 1Y Returns | 4.33% | 6.74% |
| Worst 1Y Return | -8.34% | -12.91% |
* 1-year rolling periods since inception.
Capital Preservation
Balanced Income 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% |
| Reg 28 Compliant | Yes |
Platform Availability
Legal & Regulatory Information
Amity Investment Solutions (Pty) Ltd is an authorised financial service provider (FSP29661)
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