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
Head of SA Equity & Multi-Asset, 4Factor
Rehana Khan
Deputy Head, SA Equity & Multi-Asset, 4Factor
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
This communication is provided for general information only should not be construed as advice.

All the information in is believed to be reliable but may be inaccurate or incomplete. The views are those of the contributor at the time of publication and do not necessary reflect those of Ninety One.

Any opinions stated are honestly held but are not guaranteed and should not be relied upon.

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