Financial Associates Fund Solutions
Our Investment Philosophy
We believe that each investment scenario necessitates a tailored strategy. An investor should not be confined to a singular risk profile; instead, the focus should be on addressing their unique requirements and circumstances.
Our Strategic Investment Partner
Conservative
The fund consist primarily of income orientated assets with limited exposure so equities (maximum of 20%). Investors in this fund have an investment horizon of 1 year or longer.
Cautious
The fund will consist primarily of income orientated
assets with a below average exposure to equities (maximum of 40%).
Investors in this fund should have a minimum investment horizon of 3
years.
Moderate
The fund will be diversified across all major asset classes with
an average exposure to equities (maximum of 60%). Investors in this
fund should have a minimum investment horizon of 3 years or longer.
Moderate Aggressive
The fund will be diversified across all major asset classes with a bias towards equities (maximum of 75%). Investors in this fund should have a minimum investment horizon of 5 years.
Worldwide Flexible
The
fund will be diversified across all major asset classes with a strong
bias towards equities (maximum of 100%) and can invest in South
African and/or foreign markets up to 100% either way.
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