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.
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.
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
DESIGN & DEVELOPMENT BY CALYPSO CREATIVE AGENCY