Historically, our funds have successfully outperformed their benchmarks. If you are interested in learning more about any of theses funds, or how Sirius Financial Navigation can help guide you to financial prosperity, please contact us by visiting our Contact page.
Income Fund
This is a lower risk Fund that aims to significantly outperform SA Money Market funds over the three to five-year term and which also provides an element of protection against a sudden market fluctuations through an exposure to low risk securities.
Balanced Growth Fund
This is a conservative to moderate risk Fund which aims to outperform headline inflation (CPI) over the long term, deemed to be five to seven-year periods. The Fund aims to outperform SA headline consumer inflation (CPI) by 3% per annum over rolling three-year periods.
Global Fund
This is a global long term growth Fund, which aims to outperform SA inflation by a minimum of 6% per annum over the long term, deemed to be five to ten years.
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 Fund, which is managed according to the Sirius Investment Philosophy. Other significant benefits include: lowered entry levels to specialist fund managers; consolidated investments with a single point of contact; affordability; CGT deferral; and tax efficiency, as well as Significant Estate Duty savings.
Enhanced Cash Fund
This portfolio is a tax efficient alternative to investing in traditional Money Market portfolio or bank deposit. It offers an average Money Market plus 2%, has a low risk profile and is secured by South African A-rated banks.