Our portfolios are structured with the goals of long term capital appreciation and income generation in mind, while targeting diversification and risk protection too.
Portfolio range available
The FNB Securities Balanced Portfolio is actively managed and invests in local equities, listed property, bonds, cash as well as offshore assets. The objective is to deliver risk adjusted returns over the medium to long term. Returns are based on identifying the asset classes that offer the greatest potential for growth and selecting undervalued securities within each of those classes. The portfolio is compliant with Regulation 28 of the Pension Funds Act.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The portfolio is actively managed and invests in local equities. The portfolio aims to provide the investor with an attractive tax- free dividend yield over the long term. This is based on the selected companies ability to generate sustainable earnings growth through the investment cycle. This portfolio also aims to maximise returns to the investor through capital growth in the underlying shares.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The objective of the FNB Securities Global Equity portfolio is to provide investors with real returns over time after fees. The portfolio invests directly in global securities which are combined to offer a diverse portfolio from both a geographic and sector allocation perspective. The portfolio is benchmarked against the MSCI World Index.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The objective of the FNB Securities property income portfolio is to provide investors with a high and growing income yield from a portfolio of high quality property trusts and loan stocks. The FNB Securities property income portfolio is structured to ensure a balance between retail, office and industrial property. It also displays strong regional diversification and a good maturity spread.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The objective of the portfolio is to provide investors with a tax-free income stream as offered by a selection of variable rate preference shares.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The objective of the FNB Securities core equity portfolio is to provide long-term growth of capital through a diversified portfolio of shares listed on the JSE. The strategy employed is one of seeking out quality business in which we invest at reasonable prices and hold for the long term.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
The FNB Securities Shari'ah Compliant Model Portfolio aims to outperform the mean of its peer group over the long term. In order to achieve its investment objective, the portfolio will comprise of financially sound, FNB Shari'ah advisory committee approved, shares, ETFs, and property counters.
Minimum Investment: R1 000 000
Annual fee: Max 1.8%
