Balanced Strategy

This strategy generates capital growth through targeted exposure to equities, while fixed income provides stability.

Strategy overview

Our actively managed strategy is suitable for investors seeking capital and income growth over the long term. Diversification across geographic markets and asset classes, coupled with a disciplined investment process, enables us to capture opportunities to generate wealth while managing risk.

We strongly focus on delivering inflation-beating returns over time and recognise equities as a key engine of growth. The strategy invests in reasonably valued companies whose expected future profits are being revised upwards.

We invest in companies where expected future profits are being revised upwards and the valuation is considered reasonable.

Investment approach

01

A globally integrated approach to investing, gives us the edge when it comes to asset allocation and stock selection.

02

Implementing our best equity ideas with conviction creates the potential for outperformance.

03

A robust investment process and integrated proprietary risk control measures underpin the strategy.

04

We believe sustained outperformance over the medium to long term can be achieved from focused, multi-specialist investment teams working together within a clearly defined process.

Portfolio managers

Hannes van den Berg
Co-Head of SA Equity & Multi-Asset
Rehana Khan
Co-Head of SA Equity & Multi-Asset
Samantha Hartard
Portfolio Manager

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Featured insight

Macaw feathers
Sustainable investing
12 minutes03 May 2023

SA equity and multi asset: a considered approach to sustainable investing

Over the past decade, we have found that by including a sustainability driver as part of our investment process, we have gained a greater understanding of the companies that we invest in, which has led to more sustainable investment returns.

Learn more

Important information

The information, views and opinions provided are general in nature, for informational purposes only, and should not be construed as advice. No action should be taken without appropriate professional guidance. We do not act as advisors or in a fiduciary capacity. While we strive for accuracy and timeliness, we make no guarantees as to completeness or correctness and are not obliged to update the information. This material does not constitute a full summary of the risks associated with any product, fund, service or strategy. Relevant risk disclosures are available in the applicable documents, which can be requested free of charge. For details on specific funds, please refer to the relevant fact sheets. For mandatory disclosures about this investment, further important information on indices, fund ratings, yields, targeted or projected performance returns, back tested results, model return results, hypothetical performance returns, the investment team, the investment process and specific portfolio names, please click here.