All fact sheets
Download all seven portfolio fact sheets in one pdf
Income Portfolio
SteFI over one-year rolling periods
Conservative Portfolio
CPI+2% over three-year rolling periods
Stable
Portfolio
CPI+3% over four-year rolling periods
Moderate Portfolio
CPI+4% over five-year rolling periods
Balanced Portfolio
CPI+5% over six-year rolling periods
Growth Portfolio
CPI+6% over seven-year rolling periods
Unconstrained Portfolio
(non Reg. 28)
CPI+6% over seven-year rolling periods
Stable Hedge Portfolio
STeFI Composite over rolling 3-year periods
Growth Hedge Portfolio
FTSE/JSE Capped SWIX All Share over rolling 7-year periods
Shariah Moderate Portfolio
CPI + 1.5% over rolling 5-year periods
Shariah Growth Portfolio
CPI + 3% over rolling 7-year periods
