Quarterly Review

sim.sense is a QUARTERLY investment overview that:

• gives insight into key global and local economic and financial markets;
• provides advisers with a step-by-step process enabling them to select an investment solution that matches client needs with their risk tolerance;
• profiles one, or a range, of our investment offerings;
• is available electronically or in hard copy in either English or Afrikaans.
  

sim.strategy gives investors a QUARTERLY overview of key developments in the economic and financial markets, as well as insight into a topical trend or event.

The sim.sense QUARTERLY investment methodology guide was developed to simplify investing and empower investors to make the right investment choices.

This step-by-step financial planning process (click for English or Afrikaans ) helps you determine your, or your client's, risk profile.

Based on this choice the appropriate asset allocation and portfolio of products, as listed in our product guide can be applied.