Sequoia Global Cautious Portfolio
Who should invest
The portfolio is suited for investors:
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Which want to invest in US Dollars outside South Africa;
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With a time horizon of three (3) years to invest;
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Seeking to sustain medium term real returns;
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With a medium risk profile.
ASISA Category
Global Multi Asset Low Equity
Benchmark
ASISA Global Multi Asset Low Equity Category Average
Platform Availability
INN8, Allan Gray, Momentum Wealth International
Structure
Model Portfolio
Why the Sequoia Global Cautious Portfolio
The portfolio is researched, constructed and managed by a discretionary manager with a skilled team.
The portfolio is not Regulation 28 compliant for investors.
The portfolio has multiple levels of diversification by using various managers, exposures to various investment styles and asset classes.
The portfolio has a maximum 40% total equity exposure and may invest 100% offshore.
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.