Local and Offshore Investments Made Easy

The word “risk” can rattle the nerves, but when you take the time to really understand risk, it loses that “scary edge” – and even more importantly, you can use it to your advantage. This is exactly what we strive to do for our clients. By teaching you about the pros and cons of risk, we diversify your portfolio across varying risk levels to not only protect your wealth but also grow it. 

 

The AS Forum-BCI range of funds, managed by Optimum Investment Group (Pty) Ltd, was established in 2007 with a view to assisting clients reach their financial goals by investing in actively managed fund of funds. All of the funds are Regulation 28 compliant, which means that they can be used in retirement savings policies.

AS Forum BCI Aggressive Fund of Funds

This portfolio holds more equity exposure than a medium risk portfolio but less than a high-risk portfolio. In turn the expected volatility is higher than a medium risk portfolio, but less than a high-risk portfolio. The probability of losses is higher than that of a medium risk portfolio, but less than a high-risk portfolio and the expected potential long term investment returns could therefore be higher than a medium risk portfolio.

AS Forum BCI Moderate Fund of Funds

This portfolio has a balanced exposure to various asset classes. It has more equity exposure than a low-risk portfolio but less than a high-risk portfolio. In turn the expected volatility is higher than a low-risk portfolio, but less than a high-risk portfolio. The probability of losses is higher than that of a low-risk portfolio, but less than a high-risk portfolio and moderate long term investment returns are expected. Where the asset allocation contained in this MDD reflect offshore exposure, the portfolio is exposed to currency risks. The portfolio is exposed to equity as well as default and interest rate risks. The portfolio is recommended for medium investment term investment horizons.

AS Forum BCI Cautious Fund of Funds

This portfolio has relatively low equity exposure, resulting in relatively low volatility compared to higher risk portfolios. The expected potential long term investment returns are lower over the medium to long term than higher risk portfolios.

Regulatory Information

A S Sure Investment Services (Pty) Ltd is a Licensed Financial Service Provider (FSCA License Number: 8213), with a Category I and II License in terms of the Financial Advisory and Intermediary Services Act 37 of 2002 (FAIS). We have three key individuals and four authorised representatives, and our credentials can be viewed on the FSCA website.

A S Sure Investment Services (Pty) Ltd have contracted the services of  Independent Compliance Services (Pty) Ltd to ensure that it is fully regulatory compliant at all times. For all compliance queries you are welcome to contact Colin Meddows-Taylor on colin@as-sure.co.za

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