Salvo Solutions

Salvo Dynamic Flexible Fund

FUND MANDATE

The investments normally to be included in the portfolio may comprise a combination of assets in liquid form, money market instruments, interest bearing instruments, bonds, debentures, corporate debt, equity securities, property securities, preference shares, convertible equities and non-equity securities.

FUND OBJECTIVE

The primary investment objective of the portfolio is to provide the investor with long term growth that aims to outperform its benchmark of the average high equity manager in South Africa over any 24-month rolling period, irrespective of prevailing market conditions and economic cycles.

UNIQUE SELLING PROPOSITION

Combination of Managers
Active Asset Allocation
Cost effective
Robust risk management

IDEAL INVESTOR

Time horizon of 3-5 years
Moderate to high risk

Salvo Dynamic Income Fund

FUND MANDATE

The portfolio may comprise a combination of assets in liquid form, money market instruments, bonds, debentures, convertible securities, cash deposits, corporate debt, listed property, preference shares, non-equity securities, equity securities and any other securities which are considered to be consistent with the portfolio’s primary objective and the Act may allow from time to time. This fund complies with Regulation 28.

FUND OBJECTIVE

The Salvo Dynamic Income Fund is a specialist income portfolio with an objective to achieve a high level of sustainable real income and stability of capital invested.

UNIQUE SELLING PROPOSITION

Combination of active managers
Active management of managers
Active Asset Allocation
Cost effective
Robust risk management

IDEAL INVESTOR

Time horizon of 1-2 years
Low risk profile

Novare Alternative Fund

FUND OBJECTIVE

The primary investment objective of the portfolio is to provide the investor with long term capital growth. The portfolio aims to outperform its benchmark of Steffi over any rolling 12 month period, irrespective of prevailing market conditions and economic cycles.  The portfolio aims to produce returns within a volatility band of 3-5% per annum and returns between 9-12% per annum. The portfolio objective is to generate consistent risk adjusted returns.

IDEAL INVESTOR

Investors that seek true diversification to an existing traditional portfolio. The fund is conservative in nature but consistent which allows the investor to also consider alternative assets in conjunction with cash and bonds as a diversifier for growth assets like equities and property.

UNIQUE SELLING PROPOSITION

Low beta = effective diversifier
Consistent performance
Predictable volatility band