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Model Portfolios

We offer our clients a range of investment models, differentiated by their needs. Firstly we need to clarify what a model portfolio is? It is a structure and formal arrangement with the Administration platform. Model portfolios make managing portfolios very efficient and effective. Instead of trying to monitor an individual portfolio for each and every client, we manage a variety of model portfolios. Which model your investment goes into is based on your risk appetite and investment objectives.

Our partnership with Fundhouse, a company which does qualitative research and fund ratings, helps us pick the very best funds which stick to their mandate so we give our clients the very best opportunity to consistently hit their objectives. Fundhouse have two seats on our investment committee and give us valuable input on our Fund of funds and our Model Portfolios.


Foster Wealth Cautious

This is a low risk portfolio which uses a conservative allocation to growth investments to achieve its objectives. The portfolio is generally aimed at the risk adverse investor or those investors with a short time horizon (3 years). Capital drawdowns are specifically minimised over 12 month horizons. Focus is given to minimising portfolio costs as an efficient way to enhance the net yield to clients. The portfolio is able to invest up to 25% offshore, however is cognisant of the additional volatility which the currency exposure brings to the portfolio.

Fact Sheet

Foster Wealth Balanced Income

This portfolio is designed for Post-Retirement clients or clients who are not restricted to retirement fund regulations, and who require a moderate to high level of real capital growth over time, while drawing an annual Income. The portfolio is designed to have relatively low drawdowns to protect the capital base. A maximum of 5% p.a income drawings is recommended. Specific attention is given to risk management, diversification and income generation as a meaningful source of return.

Fact Sheet

Foster Wealth Balanced

This is a moderate risk portfolio for clients who have medium to long term investment horizons and are looking to grow capital through a diversified portfolio. This is a Regulation 28 compliant portfolio suited to the average retirement fund investor. The portfolio can invest up to 25% offshore and a maximum of 75% in local and offshore equities. The portfolio uses a combination of funds which complement each other to deliver a diversified return profile with underlying risk management.

Fact Sheet

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