Simplisiti Fund of Funds

Dots Brown
Screen Shot 2017 10 09 at 15.07.12 e1512563865933

We understand that each client has a unique financial needs profile. However, what they want to achieve with their investments is quite simple. Depending on a client’s liquidity and life stage, they’re all looking for growth, income or a combination of both. We have therefore developed three fund-of-funds to match these needs.

products 1 1

6 – 12 months

Simplisiti BCI
Income Plus

Fund of Funds

Income

Cautious investors looking to derive a regular income with limited but stable capital growth should invest in this fund. This fund is tax efficient and can give you access to any short-term money you may require. Returns can be realised within a 6-12 month period at a benchmark of CPI + 2% per annum.

Contact us for a historic data.
Minimum Disclosure Documents:

products 1 1

36 + months

Simplisiti BCI
Managed Protector

Fund of Funds

Growth

Moderate investors looking to achieve a steady total return over the medium to long term, should consider this fund. Returns can be realised over a 36-60 month period against a benchmark of CPI + 4%.

Contact us for a historic data.
Minimum Disclosure Documents:

products 1 1

60 + months

Simplisiti BCI
Flexible

Fund of Funds

Growth

Moderate to aggressive investors should consider this fund if they are secure in their day-to-day income and are committed to a long-term investment in excess of 5 years. This fund’s objective is to maximise total returns over the medium to long-term. Returns can be realised at a benchmark of CPI + 6% per annum.

Contact us for a historic data.
Minimum Disclosure Documents:

Simplisiti Multi-Manager Solutions

Dots Brown
Screen Shot 2017 10 09 at 15.06.48

Staying true to our investment philosophy, Simplisiti offers a tailor-made, multi-manager investment solution for independent financial advisors. We carry the full Category II risk for investment mandates.

Both brokers and advisory houses can structure branded, multi-manager (WRAP) solutions through Simplisiti Asset Management. The mandates can be structured to serve the unique investment objectives of your clients.

What is included in our holistic solutions?

  • Due diligence on a selection of funds

  • Quarterly investment committee meetings

  • Monthly Multi-Manager Minimum Disclosure Documents (Fund Fact Sheets)

  • Rebalancing of underlying investment funds within mandate

Currently our solutions are available on more than one investment administration platform (Glacier, Allan Gray and BCI).

Please contact us to schedule a meeting.

Simplisiti Fund of Funds

Dots Brown
Screen Shot 2017 10 09 at 15.07.12 e1512563865933

We understand that each client has a unique financial needs profile. However, what they want to achieve with their investments is quite simple. Depending on a client’s liquidity and life stage, they’re all looking for growth, income or a combination of both. We have therefore developed three fund-of-funds to match these needs.

products 1 1

6 – 12 months

Simplisiti BCI
Income Plus

Fund of Funds

Income

Cautious investors looking to derive a regular income with limited but stable capital growth should invest in this fund. This fund is tax efficient and can give you access to any short-term money you may require. Returns can be realised within a 6-12 month period at a benchmark of CPI + 2% per annum.

Contact us for a historic data.
Minimum Disclosure Documents:

products 1 1

36 + months

Simplisiti BCI
Managed Protector

Fund of Funds

Growth

Moderate investors looking to achieve a steady total return over the medium to long term, should consider this fund. Returns can be realised over a 36-60 month period against a benchmark of CPI + 4%.

Contact us for a historic data.
Minimum Disclosure Documents:

products 1 1

60 + months

Simplisiti BCI
Flexible

Fund of Funds

Growth

Moderate to aggressive investors should consider this fund if they are secure in their day-to-day income and are committed to a long-term investment in excess of 5 years. This fund’s objective is to maximise total returns over the medium to long-term. Returns can be realised at a benchmark of CPI + 6% per annum.

Contact us for a historic data.
Minimum Disclosure Documents:

Simplisiti Multi-Manager Solutions

Dots Brown
Screen Shot 2017 10 09 at 15.06.48

Staying true to our investment philosophy, Simplisiti offers a tailor-made, multi-manager investment solution for independent financial advisors. We carry the full Category II risk for investment mandates.

Both brokers and advisory houses can structure branded, multi-manager (WRAP) solutions through Simplisiti Asset Management. The mandates can be structured to serve the unique investment objectives of your clients.

What is included in our holistic solutions?

  • Due diligence on a selection of funds

  • Quarterly investment committee meetings

  • Monthly Multi-Manager Minimum Disclosure Documents (Fund Fact Sheets)

  • Rebalancing of underlying investment funds within mandate

Currently our solutions are available on more than one investment administration platform (Glacier, Allan Gray and BCI).

Please contact us to schedule a meeting.

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Get in touch with us

Our solutions are available on multiple investment administration platforms