loader image


The NVest Balanced Portfolio aims to achieve total returns in excess of inflation (CPI) plus 5% per annum over rolling 3-year periods by investing in a combination of equity securities, nonequity securities, money market instruments, bonds, listed property and collective investment schemes, both locally and globally.

The NVest Balanced Portfolio is an actively managed certificate issued by Standard Bank and listed on the JSE.

Who should invest?

This portfolio has relatively low equity exposure, resulting in relatively low volatility compared to higher-risk portfolios. The portfolio is appropriate for investors that seek stable, inflation-beating returns and is suitable for retirement fund investors that are risk averse or that are close to retirement and wish to reduce their volatility risk.


R250 000

Minimum investment amount

+ 5 yrs

Investment Term

For detailed pricing information, please refer to our pricing supplement available here

Other Solutions


General Equity Portfolio


Managed Income Portfolio


Living Annuity


Global Equity Portfolio

Tailor something for me.


Whether you are a private investor or an independent financial advisor, NVest Securities has a range of Offshore and Local Investment Solutions tailored to suit your or your clients’ financial goals.

Get more insights

The NVest Securities team will keep you informed with regular market musings and investment insights. Sign up to receive our newsletters.