Sirius Funds

The Sirius 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. The Sirius portfolios are managed to comply with the investment limitations set out in Regulation 28.

The Sirius product range is administered by Prescient and made available through 27four Life Limited and multi-managed by 27four Investment Managers.

Sirius Income Fund

This fund has a balanced portfolio with a low risk profile and is designed to target moderate returns in the medium term (greater than 3 years). The fund is multi-managed and the assets of the portfolio are invested in a diversified portfolio of equities, bonds, property and money market instruments, both locally and offshore. The primary objective of the fund is 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 fund has a balanced portfolio with a medium risk profile and is designed to deliver above average returns over the medium term (greater than 3 years). The fund is multi-managed with a higher allocation to equities than the Income Fund. The primary objective of the fund is to deliver long-term capital growth. This fund will display a slightly higher volatility than the Income Fund.

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 attractive returns in the medium to long term (greater than 3 years). The assets of the portfolio are largely invested in a blend of international equities as a means to achieve long-term capital growth. This fund 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.