Local Funds

Here are some samples of the quality building blocks we use to tailor each client’s risk profiled South African Portfolio.

Each fund is monitored and if found to be lacking in any of our requirements, it will be replaced by a more suitable fund.

INCOME	CAUTIOUS	BALANCED GROWTH	PURE GROWTH
Coronation Strategic Income Nedgroup Flexible Income Marriott Core Income Marriott Income Solution	Allan Gray Stable Coronation Capital Plus Foord Conservative Fund Allan Gray Optimal Coronation Balanced Defensive Nedgroup Stable	Allan Gray Balanced Coronation Balanced Plus Investec Opportunity Nedgroup Managed Foord Balanced Fund	Allan Gray Equity Foord Equity Fund Nedgroup Value Coronation Top 20 Marriott Dividend Growth