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Sales Aids

Key differences between wrap funds and funds of funds

Meeting your income needs.

A snapshot view of our funds within asset management capability.

Asset Class Returns

These reports detail the local and global market asset class returns and risk statistics over multiple investment periods.  Each of these reports will have the following:

1 Year Asset Class Returns: showing the one year investment period returns for each asset class for the specified year-ends.
1 Year Asset Class Volatility: showing the one year investment period risks (volatilities) for each asset class for the specified year-ends.
5 Year Asset Class Returns: showing the annualised five year investment period returns for each asset class for the specified year-ends.

The Local Market Asset Class Returns report shows returns and volatilities in South African Rands, and the Global Market Asset Class Returns report shows returns and volatilities in US Dollars.

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