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  • Gebalanseerde Portefeuljes

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Gebalanseerde Portefeuljes

Die onderstaande tabel gee ‘n uiteensetting van die strategiese batetoewysing vir hierdie portefeuljes en toon duidelik die risikoverskille tussen die verskillende portefeuljes. Die Gebalanseerde Portefeuljes voldoen aan Regulasie 28 van die Pensioenfondswet wat beleggings vir die aftreefondsmark reguleer.



Batetoewysing
Konserwatief
Gematig Aggressief
Aandele 0 - 20 30 - 45 60 - 75
Effekte 20 - 60 20 - 45 10 - 30
Kontant 30 - 50 15 - 30 5 - 10


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