OUR FUND OFFERING

Enhanced Income

The objective of this portfolio is to provide investors with an alternative to cash with a focus on capital protection. The portfolio aims to generate a return of cash + 1% p.a. over any rolling 3 year period. This portfolio maintains a low risk profile and is limited to a maximum of 10% exposure to equities. The portfolio adheres to the guidelines set by Regulation 28.

Temperate

The investment objective of the portfolio is to provide investors with significant capital growth while maintaining a moderate level of income. The portfolio aims to generate a return of CPI* + 3% p.a. over any rolling 5-year period. The portfolio maintains a moderate risk profile and is limited to a maximum equity exposure of 40%.The portfolio adheres to the guidelines set by Regulation 28.

Guarded

The objective of this portfolio is to provide investors with income and conservative capital growth with a focus on capital preservation. The portfolio aims to generate a return of CPI* + 2% p.a. over any rolling 3-year period. This portfolio maintains a low risk profile and is limited to a maximum equity exposure of 40%. The portfolio adheres to the guidelines set by Regulation 28.

Diversified Growth

The objective of this portfolio is to provide investors with long term capital growth. The portfolio aims to generate a return of CPI* + 4% p.a. over any rolling 7-year period. This portfolio maintains a high risk profile and is limited to a maximum equity exposure of 60%. The portfolio adheres to the guidelines set by Regulation 28.

INVESTMENT PLATFORMS

Our funds are currently available on the Discovery Invest, Collective Investments, Ninety One and the Momentum Wealth Investment platforms. You can simply contact your financial advisor, who will assist you with investing in our funds.
 

Stonewood Asset Management (Pty) Ltd is an authorised Financial Services Provider (45170)