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