Trusts

to the Fund after periods of success.

“As multi managers we are uniquely positioned to assist individual investors in achieving their long-term investment goals. Our investment process is designed to focus on the fundamentals of asset classes.

“This ensures that we maintain a long-term perspective when making investment decisions.

“We have a team of investment professionals focused on constructing portfolios that combine asset managers with investment strategies that are driven by underlying factors that should perform at different times during the investment cycle,” says Theron.

Anet Ahern, Chief Executive Officer, PSG Asset Management, says there are five primary ways to successfully diversity your portfolio: Start with the world; Be asset class wise; Tap into sectors; Share specifics and credit partners; and Management styles.

“Start with the world. Limiting yourself geographically will heighten the sensitivity of your portfolio to knocks that affect a part of the world.

“Be asset class wise. The basic building blocks are equities, fixed income and cash, and you should aim for an optimum mix which will give enough growth (equities in the long run) and enough stability and yield (cash and fixed income) to match your time horizon and needs. A strategic long-term allocation goes a long way just left to do its work,” says Ahern.

“Tap into sectors. Within the equity portion of your portfolio, you should aim for a good spread of industries. There are several growth industries that we are unable to invest in if we only invest locally,” concludes Ahern.