Local Investments
NVest Securities follows a common-sense approach to investing combined with rigorous valuation. Over the years, this approach has produced superior investment returns for our clients.
Offshore Investments
Access to a portfolio of globally listed equities is now within your reach. Our Offshore Investment Solutions are designed with the South African investors needs in mind, targeting capital growth by investing in top performing global companies.
NVest Balanced Portfolio
Overview
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.
RISK
R250 000
Minimum investment amount
+ 5 yrs
Investment Term
Other Solutions
Local
General Equity Portfolio
Local
Managed Income Portfolio
Local
Living Annuity
Offshore
Global Equity Portfolio
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NVest Balanced Portfolio.
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