Executive Director – Discretionary Fund Management, George Dell, joins AssetTV’s Mosidi Modise in this Boutique’s Connect as they discuss our Core ASTUTE Range of model portfolios. This range consists of two portfolios constructed using only local SA absolute return and hedge funds:
- ASTUTE Guarded targets CPI +4%
- ASTUTE Bold targets CPI +6%
These turnkey solutions are suited to advisers looking to complement the long only exposure of their clients’ overall investment portfolios with the diversification of derivatives which have absolute return characteristics. These solutions are only available to advisers who hold the 1.26 license and priced at 0.35% p.a.
The content of this interview is for information purposes only and does not constitute an offer or invitation to any person. The opinions expressed are subject to change and are not to be interpreted as investment advice. You should consult an adviser who will be able to provide appropriate advice that is based on your specific needs and circumstances. The information and opinions contained herein have been compiled or arrived at from sources believed to be reliable and given in good faith, but no representation is made as to their accuracy, completeness or correctness. MitonOptimal South Africa (Pty) Limited is an Authorised Financial Services Provider Licence No. 28160, regulated by the Financial Sector Conduct Authority (FSCA) – Registration No. 2005/032750/07.MitonOptimal Portfolio Management (Pty) Limited is an Authorised Financial Services Provider Licence No. 734, regulated by the FSCA – Registration No. 2000/000717/07.