THE POWER OF ASSET DIVERSIFICATION
During 2016 some of our clients grew their wealth by up to 22%.
In an environment where the JSE did not perform all that well, and where some insurance portfolios had a return of 1.1%, our strategy has proved itself again.
How do we do this?
We use active managers like
2IP to manage our unit trust portfolios, and we diversify our clients' portfolios. Every client knows that we expect their investment portfolio to include an emergency fund, investment residential property which generates an income, as well as JSE linked investments.
By carefully managing the mix of investments, we produce
excellent returns.