Sequoia Flexible Income Portfolio
Who should invest
 

The portfolio is suited for investors:

  • With a time horizon of one (1) year to invest;

  • Looking for a high income and stability of capital;

  • With a low risk profile.

ASISA Category
South Africa Multi Asset Income
Benchmark
ASISA SA Multi Asset Income Category Average
Platform Availability
Allan Gray, Glacier, Momentum Wealth, Stanlib
Structure
Model Portfolio
Why the Sequoia Flexible Income Portfolio

The portfolio is researched, constructed and managed by a discretionary manager with a skilled team.

The portfolio has multiple levels of diversification by using various managers, exposures to various investment styles and asset classes.

The portfolio is Regulation 28 compliant for investors.

The portfolio has a maximum 10% total equity exposure and may invest 40% offshore (10% in Africa).

The portfolio are managed within a model portfolio structure. A model portfolio is a portfolio consisting of a number of underlying investments wrapped into a single product. Model portfolios are not legal CIS (unit trust) funds of funds as the model portfolio itself is not a collective investment (unit trust) portfolio, but is simply a collection of separate collective investment portfolios and money market accounts. With a model portfolio the investor has direct ownership of the underlying investments. Model portfolios are not regulated by the Collective Investment Schemes Control Act and do not have a separate legal status. They are regulated by the same legislation that applies to Linked Investment Services Providers (LISPs), namely the Stock Exchanges Control Act and the Financial Markets Control Act. Investors should take note that any changes made within a model portfolio can trigger capital gains tax.

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© 2023 by Sequoia Capital Management

An authorised financial service provider, FSP 49393