31 December 2011 | Income Fund 12 Months Performance: 6.58%. Income Fund Performance since inception: 11.90% | Balanced Fund 12 Months Performance: 7.26%. Balanced Fund Performance since inception: 12.49% | Global Fund 12 Months Performance: 3.31%. Global Fund Performance since inception: 5.37% | Global Active Fund (USD) 12 Months Performance: -13.81%. Global Active Fund Performance since inception: 2.15%

Our Investment Funds

Sirius

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.

Sirius

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