Portfolio Solutions
We advise on a suite of managed portfolios, suited to your circumstances and requirements.
All portfolios are liquid, long only, non-leveraged, exchange traded solutions. The portfolios can be utilised to obtain different exposure on the risk reward spectrum to suit your personal circumstances. Exposure can be refined by combining two or three of the portfolios within your overall allocation.
Portfolio Performance
Global Alpha Portfolio
A portfolio comprised of country-and sector specific equity ETFs. Allocations are actively managed to capitalise on changing opportunities across regions and sectors.
Dividend Growth Portfolio
A portfolio comprised of global dividend growth ETFs. This portfolio is suited to investors that seek lower volatility than the broad market and have a need for regular income. Dividend growth companies are generally more mature businesses, which are by nature less volatile.
All Weather Portfolio
A Multi-Asset portfolio comprised solely of ETFs that rebalances annually to its core allocation of 25% global shares, 25% global bonds (fixed income), 25% to Cash (T-bills) and 25% gold. The aim is to provide a return in excess of US CPI +2.5% with low volatility.
Celestial Core Portfolios
Portfolio Positioning
Note:
The Celestial Portfolios are managed on behalf of IBEX Capital (Pty) Ltd. The portfolios serve as models for IBEX’s clients and as investment timing may not correspond directly to month end reporting, clients portfolios can be different.