1 / 15

Independent, Objective, Creative

The Enhance Wrap Fund Solution Portfolio Construction Simplified Investment Plans That Work. Independent, Objective, Creative. What is a Wrap Fund. It could be said that a Wrap Fund is something of a hybrid, focusing on blending:. Independent, Objective, Creative.

felicia-mcdonald
Download Presentation

Independent, Objective, Creative

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. The Enhance Wrap Fund Solution Portfolio Construction Simplified Investment Plans That Work Independent, Objective, Creative

  2. What is a Wrap Fund It could be said that a Wrap Fund is something of a hybrid, focusing on blending: Independent, Objective, Creative

  3. The main objectives of a Wrap Fund Wrap Fund Managers seek to build portfolios which: Independent, Objective, Creative

  4. What Makes the Enhance Wrap Funds Simple Independent, Objective, Creative

  5. Who Manages the Enhance Wrap Funds Rafiq Taylor: Portfolio Manager B.Com. (Economics) B.Com. (Honours) (FAPM) Sanlam Multi Manager International (SMMI) Peter Strydom: Research National Certificate Wealth Management Independent Financial Advisor (IFA) Peter Strydom Financial Services (PSFS) JP Newman: Business Development B.Com. (Economics) B.Com. (Honours) (FAPM) Sanlam Multi Manager International (SMMI) Garth Strydom: Research B.Com. Certified Financial Planner (CFP) Peter Strydom Financial Services (PSFS) In Collaboration With Glacier Financial Solutions Independent, Objective, Creative

  6. Why an Enhance Wrap Fund Unlike traditional asset managers who select the underlying assets in a portfolio, Enhance & SMMI focus on finding the best managers in the market who in turn select the underlying assets for our clients. We believe there are skilful managers who are able to achieve real value for their investors over time. But not all investment management styles fare equally well in all phases of the market cycle. At times market conditions favour a particular management style, but when those conditions change, managers with a different portfolio construction style or bias tend to fare better. When selecting a traditional, single-asset manager, clients seldom unpack the biases that underpin that manager’s investment philosophy, such as his view of risk and how best to manage it. In doing so, they limit themselves to the manager’s specific investment style and skill set, which may not be optimally suited to achieving their own investment objectives. Enhance & SMMI’s analysis process is carefully designed to uncover these biases, to understand the risk inherent in the various management styles and to ensure manager selection is geared towards achieving the fund’s investment objectives in the long run. We believe we can help our clients achieve better investment outcomes by finding and blending skilful managers who are not only suited to today’s environment, but geared to benefiting from changing market conditions. Because of our size, we are also able to take advantage of our pricing power and offer our clients the benefit of doing this at competitive prices. This makes a Multi-Managed Wrap Fund solution a compelling investment proposition. Independent, Objective, Creative

  7. Investment Management Process Independent, Objective, Creative

  8. Investment Management Process Fund Manager Selection Independent, Objective, Creative

  9. Investment Management Process Fund Manager Blending Independent, Objective, Creative

  10. The Enhance Wrap Fund Range Independent, Objective, Creative

  11. The Risk/Reward Matrix High Flexible Reward Low Low Risk High Independent, Objective, Creative

  12. Fund Investment Objectives Enhance Worldwide Flexible Fund The fund has been structured so as to provide an actively managed, asset allocation growth portfolio and is suitable for investors with an investment time horizon of greater than 5 years. The portfolio has complete flexibility to invest across different geographies & in all major asset classes. The fund aims to deliver an annual return of greater than Inflation+6% over a rolling 5 year period & is not Reg. 28 compliant. Independent, Objective, Creative

  13. Performance & Volatility Characteristics 3 Year Simulated Performance Graphs The graphs illustrate the volatility/performance attributes of each of the funds. The smoother the graph, the lower the risk. These graphs are simulated and are for risk illustration purposes only. Past performance is not an indicator of future performance. Independent, Objective, Creative

  14. How to Invest in an Enhance Fund Independent, Objective, Creative

  15. For more Information: Independent, Objective, Creative

More Related