Bringing the best of local and global together

Applies an equal South Africa and Developed Country equity exposure

50%: South Africa holdings are limited to large capitalisation, shares that display momentum and quality active exposure

50%: Diversified offshore holdings with a bias to developed economies

 

  • The 27four Best View Glocal Portfolio is a culmination of the internal macro and style-based research conducted by 27four
  • The resulting portfolio relies on an equal split between local and offshore equity and focuses on large capitalisation, Rand hedge tickers with a momentum and quality tilt
  • Since the portfolio is rules-based management fees are in-line with typical passive mandates and are therefore dramatically cheaper than active manager fees
  • Our results indicate clear superiority in terms of nominal and risk-adjusted returns

 

Best suitable for:

  • Living Annuity
  • Endowment
  • Discretionary Savings

Minimum investment size: R5 million