1 January 2020 (updated annually)
A model portfolio will provide you with a combination of managed investments which are professionally researched and which use the process of blending various asset classes, investment managers and investment styles to achieve diversification. Our model portfolios are developed to suit a range of different investment profiles to help match your portfolio to your needs and objectives.
Our model portfolios have been designed to provide you with tailored, ready-made investment recommendations. There are models using purely managed funds and also models using a combination of listed securities and managed funds. There is a model portfolio suitable for all risk profiles. The aim of the model portfolio is to allow you to access professionally researched and monitored investment portfolios. It is compiled and maintained by a full-time professional research department.
Laying the foundations – The first step in building our model portfolios is the creation of a detailed investment philosophy and strategy that defines all portfolio construction rules. This means that you can rest assured that your investment has been created with a consistent style in mind.
Clear implementation and an ongoing review process ensure transparency, consistency and accountability for the ongoing performance of the model portfolios.
Building the portfolio – Our research team uses rigorous internal research for all quantitative, qualitative analysis (ie investment analysis) and portfolio modelling (ie selecting the underlying managers).
The following key elements are addressed when creating the model portfolios:
The portfolio is monitored against the returns of all peer group managers (ie benchmarks).
To ensure that the performance of our model portfolios remains at acceptable levels, each quarter, the model portfolios are formally reviewed and the Research department prepares a report detailing: