Interactive Model Portfolios Factsheets
Core Models
Designed for investors seeking a balance of active and passive management, these portfolios allocate across Interactive Unit Trusts to enhance risk-adjusted returns through a blend of active insights and passive efficiencies.
Efficient Models Portfolios
Focused on cost-effective, passive investment strategies, these portfolios are tailored for fee-sensitive clients or those preferring fully passive exposure. The unit trusts selected prioritize lower fees without sacrificing diversification.
Offshore Model Portfolios
Allocated across both active and passive offshore unit trusts, these portfolios aim to improve risk-adjusted performance through a strategic mix of management styles, ideal for clients seeking international diversification.
Offshore Share Portfolios
Built on a quality stock selection process, these portfolios allocate to companies with strong growth prospects, solid profitability, and sound balance sheets. We seek great companies trading at reasonable valuations, offering value and stability.
Offshore ETF Portfolios
This portfolio offers a diverse range of low-cost equity strategies in a single, tax-efficient portfolio. It is structured for maximum tax efficiency, making it an optimal choice for offshore investors seeking simplicity and diversification.
Porfolio Factsheets:
PORTFOLIO NAME
CLIENT NEED
RISK PROFILE
EXPECTED RETURN
AVAILABLE PLATFORMS
FACTSHEET
Core Moderate
Medium Growth & Income
Moderate
CPI + 4%
Allan Gray, Ninety One, Momentum
Core Moderately Conservative
Low Growth & High Income
Moderately Conservative
CPI + 3%
Allan Gray, Ninety One, Momentum
Efficient Aggressive
High Growth
Aggressive
CPI + 6%
Allan Gray, Ninety One, Momentum
Efficient Moderately Aggressive
High Growth & Low Income
Moderately Aggressive
CPI + 5%
Allan Gray, Ninety One, Momentum
Efficient Moderate
Medium Growth & Income
Moderate
CPI + 4%
Allan Gray, Ninety One, Momentum
Efficient Moderately Conservative
Low Growth & High Income
Moderately Conservative
CPI + 3%
Allan Gray, Ninety One, Momentum
PORTFOLIO NAME
CLIENT NEED
RISK PROFILE
EXPECTED RETURN
AVAILABLE PLATFORMS
FACTSHEET
Offshore Aggressive
High Growth
Aggressive
CPI + 6%
Allan Gray, Ninety One, Momentum
Offshore Moderately Aggressive
High Growth & Low Income
Moderately Aggressive
CPI + 5%
Allan Gray, Ninety One, Momentum
Offshore Moderate
Medium Growth & Medium Income
Moderate
CPI + 4%
Allan Gray, Ninety One, Momentum
Offshore Conservative
Low Growth & High Income
Moderately Aggressive
CPI + 5%
Allan Gray, Ninety One, Momentum
Offshore Income
High Income
Conservative
CPI + 2%
Allan Gray, Ninety One, Momentum
PORTFOLIO NAME
CLIENT NEED
RISK PROFILE
EXPECTED RETURN
AVAILABLE PLATFORMS
FACTSHEET
Interactive Global Equity Share Portfolio
High Growth with Dividend Income
Aggressive
CPI + 6-7%
Momentum, Glacier, DMA, Swissquote
Interactive Global Equity ETF Portfolio
High Growth with Dividend Income
Aggressive
CPI + 6-7%
Momentum, Glacier, DMA, Swissquote
- Local Model Portfolios – ZAR
-
PORTFOLIO NAME
CLIENT NEED
RISK PROFILE
EXPECTED RETURN
AVAILABLE PLATFORMS
FACTSHEET
Core Moderate
Medium Growth & Income
Moderate
CPI + 4%
Allan Gray, Ninety One, Momentum
Core Moderately Conservative
Low Growth & High Income
Moderately Conservative
CPI + 3%
Allan Gray, Ninety One, Momentum
Efficient Aggressive
High Growth
Aggressive
CPI + 6%
Allan Gray, Ninety One, Momentum
Efficient Moderately Aggressive
High Growth & Low Income
Moderately Aggressive
CPI + 5%
Allan Gray, Ninety One, Momentum
Efficient Moderate
Medium Growth & Income
Moderate
CPI + 4%
Allan Gray, Ninety One, Momentum
Efficient Moderately Conservative
Low Growth & High Income
Moderately Conservative
CPI + 3%
Allan Gray, Ninety One, Momentum
- Offshore Platform Model Portfolios
-
PORTFOLIO NAME
CLIENT NEED
RISK PROFILE
EXPECTED RETURN
AVAILABLE PLATFORMS
FACTSHEET
Offshore Aggressive
High Growth
Aggressive
CPI + 6%
Allan Gray, Ninety One, Momentum
Offshore Moderately Aggressive
High Growth & Low Income
Moderately Aggressive
CPI + 5%
Allan Gray, Ninety One, Momentum
Offshore Moderate
Medium Growth & Medium Income
Moderate
CPI + 4%
Allan Gray, Ninety One, Momentum
Offshore Conservative
Low Growth & High Income
Moderately Aggressive
CPI + 5%
Allan Gray, Ninety One, Momentum
Offshore Income
High Income
Conservative
CPI + 2%
Allan Gray, Ninety One, Momentum
- Offshore Share / ETF Portfolios
-
PORTFOLIO NAME
CLIENT NEED
RISK PROFILE
EXPECTED RETURN
AVAILABLE PLATFORMS
FACTSHEET
Interactive Global Equity Share Portfolio
High Growth with Dividend Income
Aggressive
CPI + 6-7%
Momentum, Glacier, DMA, Swissquote
Interactive Global Equity ETF Portfolio
High Growth with Dividend Income
Aggressive
CPI + 6-7%
Momentum, Glacier, DMA, Swissquote
Disclaimer
Interactive Portfolios (Pty) Ltd is an authorised financial services provider (FSP 44371). A Fund of Funds is a portfolio that invests in portfolios of collective investment schemes, which levy their own charges, which could result in a higher fee structure for these portfolios. Collective Investment Schemes in Securities (CIS) should be considered as medium to long-term investments. The value may go up as well as down and past performance is not necessarily a guide to future performance. CISs are traded at the ruling price and can engage in scrip lending and borrowing. A schedule of fees, charges and maximum commissions is available on request from the Manager. A CIS may be closed to new investors in order for it to be managed more efficiently in accordance with its mandate. Performance has been calculated using net NAV to NAV numbers with income reinvested. There is no guarantee in respect of capital or returns in a portfolio. Prescient Management Company (RF) (Pty) Ltd is registered and approved under the Collective Investment Schemes Control Act (No.45 of 2002). For any additional information such as fund prices, fees, brochures, minimum disclosure documents and application forms please go to www.prescient.co.za