The short and the long-term performance objective of a medium risk growth portfolio is to consistently outperform the median in all investment surveys.
To that effect, our medium risk growth portfolios aim to outperform the following benchmark:
ASSET CLASS | BENCHMARK | |
SA & Nam Equity | 60% | JSE All Share Index (50% Resource weight) |
SA & Nam Bonds | 20% | BEASSA All Bond Index/ IJG Bond Index |
Global Equity | 15% | MSCI World Index |
Cash | 5% | IJG Money Market Index |
