Step 4 : Choose Your Funds.
You must now decide on which funds you would like to hold within your Investment Vehicle.
In order to better understand the aims and objectives of the funds as well as the focus and philosophy of the fund managers of each fund, we suggest you study the fund fact sheets carefully.
Important : Please note that the funds available in the "Tax Free Savings Account" differ from the overall fund list below. You can download the list for the Tax Free Savings account HERE.
You will notice that the Funds have been put into "Risk Profiled" groups to assist you in allocating funds to your portfolio based on your needs and personal risk profile.
The funds are Risk Profiled as follows:
Risk Category | Risk Category Description | Minimum Investment Period |
|---|---|---|
1 | Cautious, Low Risk with a cash like annual expected return. | 1 - 2 years |
2 | Cautious to Moderate, Low to Medium Risk with a cash plus 1-2% annual expected return. | 2 - 4 years |
3 | Moderate, Medium Risk with a cash plus 2-4% annual expected return. | 4 - 7 years |
4 | Moderate to Aggressive, Medium to High Risk with a cash plus 5% annual return. | 7 - 10 years |
5 | Aggressive, High Risk with cash plus 6% annual return. | >10 years |
Choosing your Funds:
To understand each fund more fully and choose the correct funds for your purpose and needs, you can click on the "fund name" to download the funds fact sheet which gives you all the detail regarding the fund.
- SA Local Funds
- Asset Swap Offshore Funds
- Direct Offshore Funds
You can sort the table by clicking the up/down arrows to the right of each column.
You can download the full Allan Gray Platform fund list here.
Risk Category | Fund name and Link to Fund fact sheet | ASISA Classification |
|---|---|---|
1 | Interest Bearing - Money Market | |
1 | Interest Bearing - Variable Term | |
1 | Multi Asset - Income | |
1 | Multi Asset - Income | |
1 | Multi Asset - Income | |
1 | Multi Asset - Income | |
2 | Multi Asset - Low Equity | |
2 | Multi Asset - Low Equity | |
2 | Multi Asset - Low Equity | |
2 | Multi Asset - Low Equity | |
2 | Nedgroup Investments Core Guarded Fund (Passive) | Multi Asset - Low Equity |
2 | Multi Asset - Low Equity | |
2 | Multi Asset - Low Equity | |
3 | Multi Asset Medium Equity | |
3 | Multi Asset Medium Equity | |
3 | Multi Asset Medium Equity | |
3 | Multi Asset - High Equity | |
3 | Multi Asset - High Equity | |
3 | Multi Asset - High Equity | |
3 | Multi Asset - High Equity | |
3 | Multi Asset - High Equity | |
3 | Multi Asset - High Equity | |
3 | Multi Asset - High Equity | |
3 | Nedbank Investments Core Diversified Fund (Passive) | Multi Asset - High Equity |
3 | Multi Asset - High Equity | |
3 | Multi Asset - High Equity | |
3 | Multi Asset - High Equity | |
3 | Multi Asset - High Equity | |
4 | Equity General | |
4 | Equity General | |
5 | Equity General | |
4 | Equity General | |
4 | Equity General | |
4 | Equity General | |
4 | Equity General | |
4 | Equity General | |
4 | Equity General | |
4 | Equity General | |
4 | Nedgroup Investments Property Fund | Real Estate - General |
4 | Real Estate - General |
Once you have made your fund choices, click "Next" to continue.
