Our funds are balanced portfolios, combining both growth and
income objectives. They have been created to balance risk
and return, providing capital appreciation, whilst avoiding
excessive risk. Our funds historically have successfully met
and outperformed their benchmarks. If you are interested in
learning more about any of these funds, or how Sirius
Financial Navigation can help guide you to financial
prosperity, please contact us by visiting our Contact page.
Sirius Income Fund
This is a low risk fund and is
designed to target moderate returns in the medium term
(greater than 3 years). The assets of the portfolio are
largely invested in income generating assets and alternative
assets as a means to achieve capital preservation and avoid
downside risk. The targeted benchmark for this fund is
Inflation + 3% per annum.
This investment option is best suited to:
Risk-averse investors seeking capital preservation and stability with moderate capital growth.
Sirius Balanced Fund
This is a medium risk fund
designed to deliver above average returns over the medium
term (greater than 3 years). The higher allocation to
equities than the Income portfolio aims to deliver long-term
capital growth. This portfolio will display a slightly
higher volatility than the Income portfolio. The targeted
benchmark for this fund is Inflation + 5% per annum.
This investment option is best suited to:
Investors seeking long term wealth creation with a higher risk appetite than that of the Income portfolio.
Sirius Global Fund
This fund has a high risk profile and is designed to target
medium returns in the longer term (greater than 3 years).
The assets of the portfolio are largely invested in
international equities as a means to achieve capital growth.
This portfolio will display a higher volatility relative to
the Balanced and Income Funds. The targeted benchmark for
this fund is the MSCI World Index (ZAR).
This investment option is best suited to:
Investors seeking offshore exposure as a means of diversifying their financial portfolio and achieving moderate capital growth outside South Africa.
Global Active Fund (USD) (Guernsey)
According to our sound investment practice, it is imperative
that clients diversify their investments by investing a
portion of their assets in developed and emerging offshore
markets. Our clients have access to a world class offshore
investment opportunity, the Sirius Global Active Fund, which
is managed according to the Sirius Investment Philosophy.
Other significant benefits include: lowered entry levels to
specialist fund managers; affordability; consolidated
investments with a single point of contact; capital gains
tax deferral; and tax efficiency, as well as estate duty
savings.
