Investmet Management

Investment Philosophy

Our responsibility to manage client investments with care and diligence is driven by the intention of achieving our client’s investment goals.

Balanced Solution

The portfolio is managed within a moderate risk profile with a targeted volatility of between 4- 8% while targeting a return of 9-15% per annum.

Cautious Solution

The portfolio is managed within a moderate risk profile with a targeted volatility of between 3- 6% while targeting a return of 8-12% per annum.

Alternative Solution

The portfolio aims to produce returns within a volatility band of 3-5% per annum and returns between 9-12% per annum. The portfolio objective is to generate consistent risk adjusted returns.