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Our Offering

Our commitment is the key to your success

We offer our clients holistic and competitive solutions to help them achieve their stated investments goals, even as markets change and managers come and go.

The SFP Investment Committee’s Investment Philosophy is built around the belief that markets are generally inefficient over the short term and can be exploited through different strategies over the longer term. These strategies include the following:

  • Selection of skillful managers (manager selection)
  • Combination of complementary managers (portfolio construction via optimisation methods)
  • Successful tactical asset allocation and/or risk management
  • Combination of Active, Passive and Boutique Asset Managers

We pride ourselves on offering:

Research capabilities

  • Solutions based on the SFP Wealth advice process
  • Actively managed for best investment view and always aligned to risk profile
  • Strong market and manager research underpins investment committee decision making

Admin efficiency

  • Timeous investment decisions
  • Treating Customers Fairly (TCF) compliant

Regular communication

  • Monthly fund fact sheets
  • Regional feedback sessions
  • Newsletter communications

Peace of mind

  • Greater focus on servicing clients
  • Ability to manage client expectations
  • Building a professional brand
  • Meeting regulatory requirements

Succession Income Plus

Fund objective: High level income or capital preservation

Risk level: Conservative

Max equity exposure: 20%

Time horizon: 1 year

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Succession Stable

Fund objective: Stable income and high capital stability

Risk level: Cautious

Max equity exposure: 40%

Time horizon: 3 years

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Succession Stable Growth

Fund objective: Medium term capital growth

Risk level: Moderate

Max equity exposure: 60%

Time horizon: 3 years

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Succession Balanced

Fund objective: High level capital growth

Risk level: Moderate aggressive

Max equity exposure: 75%

Time horizon: 5 years

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Succession Capital Growth

Fund objective: High level capital growth

Risk level: Moderate aggressive

Max equity exposure: 75%

Time horizon: 5 years

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For more information on SFP Multi-Asset Wrap Funds, download the PDF.

Contact an SFP Wealth Registered Financial Adviser Today

Our financial advisers are ready to guide you on your journey to complete financial freedom.

Disclaimer

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