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 Philosophy

It is our firm belief that active portfolio management is the only way to ensure a consistent investment style and level of performance. Our clients' investments are actively and continually managed according to the agreed objectives.

Asset classes (bonds, equities, etc.) rise and fall at different times, emphasizing the need for a diversified portfolio, which is achieved through Asset Allocation, the cornerstone of the Sirius philosophy.

Our clients approve of the fact that Sirius is only rewarded when it outperforms its own benchmarks. This remuneration philosophy means reduced cost to the investor when compared with traditional investment platforms.

Our emphasis on Best-of-Breed Management means that your investments are in the hands of the best specialist managers available, each of whom manages only a certain allocation of the overall portfolio, and only in their field of expertise.

Regular, easy-to-understand reporting is an essential facet of our business, and all reporting is customised. We also strive to improve the financial education of our clients through seminars and presentations.

We are confident that our sound, consistent investment philosophy will continue to meet our objective of outperforming benchmarks over the medium to long term.

Our Philosophy

Sirius Funds

Sirius Financial Navigation has a range of funds to cater for various needs. Please click on one of the funds below to learn more.

Income fund
Balanced Fund
Global Fund
Global Active Fund (Off Shore)

Hot News

Market Update - November 2011

 

Market Update - September 2011

 

Chantal's Baby - 4 October 2011

 

 

Copyright 2006 SIRIUS FINANCIAL NAVIGATION Ltd. All Rights Reserved. Privacy Statement | Disclaimer | FAIS/FICA

Site by Good Kid New Media