Our Investment Solutions
Find out more
We offer a range of easy to understand, cost effective investment solutions.
Permanent Portfolio
Super Defensive Growth Fund
Defensive Growth Fund
Aggressive Growth Fund
Super Aggressive Growth Fund
Permanent Portfolio
Super Defensive Growth Fund
Defensive Growth Fund
Aggressive Growth Fund
Super Aggressive Growth Fund
Core / Benchmark Fund
We offer a range of easy-to-understand, safe, liquid and cost-effective investment solutions.
SGI PERMANENT PORTFOLIO Fund
| Fund Target: | CPI plus 3-4% |
| Fund Benchmark: | CPI + 3% |
| Fund Classification: | Multi-Asset: Low Equity |
| Asset Management Fee: | 0.35% |
The SGI Permanent Portfolio Fund (“Stable Growth”) is our flagship investment solution. Stable Growth is a medium-equity multi-asset CIS portfolio investing in South African listed assets – i.e., equities, bonds, money market instruments and commodities. Stable Growth also invests in other CIS funds where appropriate.
Stable Growth aims to provide investors with stable capital growth providing inflation-beating returns. The Fund’s strategy is to benefit from all economic conditions. Whether there is high economic growth, high inflation, recession or deflation, Stable Growth is positioned to benefit and/or mitigate against whatever economic condition prevails in our economy. The Fund’s benchmark return is inflation + 3% over a rolling 3 years with capital protection over a 12-month rolling period.
Stable Growth is NOT regulation 28 compliant
CPI Plus Range
SGI Super-DEFENSIVE GROWTH Fund
| Fund Target: | CPI plus 1-2% |
| Fund Benchmark: | CPI + 1% |
| Fund Classification: | Multi-Asset: Low Equity |
| Asset Management Fee: | 0.35% |
The SGI Super-Defensive Growth Fund (“Super-Defensive Growth”) is a low-equity multi-asset portfolio. It invests in South Africa listed assets – i.e., equities, bonds, money market instruments and commodities. Super-Defensive Growth also invest in other CIS funds where appropriate.
The Super-Defensive Growth Fund aims to provide investors with high capital protection while also providing inflation-beating returns. The Fund’s benchmark return is inflation + 1% over a rolling 3 years with high capital protection over a 1 year rolling period.
The Super-Defensive Growth Fund is regulation 28 compliant.
SGI DEFENSIVE GROWTH Fund
| Fund Target: | CPI plus 2-3% |
| Benchmark: | CPI + 2% |
| Fund Classification: | Multi-Asset: Low Equity |
| Asset Management Fee: | 0.35% |
The SGI Defensive Growth Fund (“Defensive Growth)” is a low-equity multi-asset portfolio. It invests in South Africa listed assets – i.e., equities, bonds, money market instruments and commodities. Defensive Growth also invest in other CIS funds where appropriate.
The Defensive Growth Fund aims to provide investors with high capital protection while also providing inflation-beating returns. The Fund’s benchmark return is inflation + 2% over a rolling 3 years with high capital protection over a 1 year rolling period.
The Super-Defensive Growth Fund is regulation 28 compliant.
SGI AGGRESSIVE GROWTH Fund
| Fund Target: | CPI plus 4-5% |
| Fund Benchmark: | CPI + 4% |
| Fund Classification: | Multi-Asset: Medium Equity |
| Asset Management Fee: | 0.35% |
The SGI Aggressive Growth Fund (“Aggressive Growth”) is a low-equity multi-asset portfolio. It invests in South Africa listed assets – i.e., equities, bonds, money market instruments and commodities. Aggressive Growth also invest in other CIS funds where appropriate.
The Aggressive Growth Fund aims to provide investors with high capital growth providing inflation-beating returns. The Fund will benefit from high economic growth and/or high inflation. The Fund’s benchmark return is inflation + 4% over a rolling 3 years with capital protection over a 3-year rolling period.
The Aggressive Growth Fund is NOT regulation 28 compliant.
SGI Super-AGGRESSIVE GROWTH Fund
| Fund Target: | CPI plus 5-6% |
| Fund Benchmark: | CPI + 5% |
| Fund Classification: | Multi-Asset: Medium Equity |
| Asset Management Fee: | 0.35% |
The SGI Super-Aggressive Growth Fund (“Super-Aggressive Growth”) is a medium-equity multi-asset portfolio. It invests in South Africa listed assets – i.e., equities, bonds, money market instruments and commodities. Super-Aggressive Growth also invest in other CIS funds where appropriate.
The Super-Aggressive Growth Fund aims to provide investors with high capital growth providing inflation-beating returns. The Fund will benefit from high economic growth and/or high inflation. The Fund’s benchmark return is inflation + 5% over a rolling 3 years with capital protection over a 3-year rolling period.
The Aggressive Growth Fund is NOT regulation 28 compliant.
Reducing the cost of managing investments while providing inflation-beating stable growth.
Advisor Fund of Funds
Our mission is help advisors help their clients reduce the cost of managing their investment and while providing inflation-beating stable growth.
We do this by carefully blending advisors' existing, chosen and trusted investment funds with our flagship fund, the SGI Permanent Portfolio Fund or any of our CPI Plus Funds.