Exclusive Unit Trusts & Investment Wraps

Whether you like to play it safe and take a cautious approach or have the capacity for a bit of risk coupled with higher returns, we will tailor your investment portfolio to provide the optimal blend of income and capital growth over the short, medium or long term.

We don’t believe in a one-size-fits-all approach to investing. Instead, we carefully weigh up the risks and rewards to provide you with an investment portfolio augmented to your specific needs, tolerance and personal investment goals.

Our exclusive local (ZAR based) range of Octagon SCI Funds of Funds and offshore (USD & GBP) Investment Wrap portfolios all boast a diversity of investment strategies, designed to fulfil the wealth priorities of the most discerning investors.

These include:

1. Octagon Cautious Fund of Funds
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2. Octagon Growth Fund of Funds 
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3. Octagon Worldwide Flexible Fund of Funds
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4. Octagon Financial Global Cautious (GBP)
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5. Octagon Financial Global Cautious (USD)
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6. Octagon Financial Global Balanced (GBP)
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7. Octagon Financial Global Balanced (USD)
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8. Octagon Financial Flexible Equity (GBP)
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9. Octagon Financial Flexible Equity (USD)
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10. Octagon Income
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11. Octagon Moderate
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ZAR-based investment strategies:

1. Octagon SCI Cautious Fund of Funds (Unit Trust)

  • A multi-asset, low-equity fund that aims to achieve returns of inflation plus 3% over any rolling 3-year period
  • Invests across a basket of fixed-interest, low-equity, cash, property and global funds, combining the diversification elements of these asset classes
  • Aims to provide steady, predictable growth and income with low volatility
  • May hold up to 40% of underlying holdings in equities/shares; no more than 25% can be invested in offshore assets (cash, fixed-interest, equity)
  • Conforms to Regulation 28 of the Pension Funds Act

2. Octagon SCI Growth Fund of Funds (Unit Trust)

  • A multi-asset, high-equity fund that aims to deliver returns of inflation plus 5% over any rolling 5-year period
  • The higher allocation to equities (75% maximum) means more assets invested in equities than the Cautious Fund
  • Growth predominantly achieved through capital returns and dividends, accompanied by higher volatility
  • With a bias towards local and offshore equities, this fund is suited to investors with a longer-term investment horizon (5 years+)
  • May hold up to 75% of its assets in equities/shares; no more than 25% can be invested in offshore assets
  • Conforms to Regulation 28 of the Pension Funds Act

3. Octagon SCI Worldwide Flexible Fund of Funds (Unit Trust)

  • Offers investors a ‘best view’, unconstrained growth strategy/li>
  • Invests predominantly in equities; can hold up to 100% of its assets in equities
  • May, at times, be fully invested in offshore assets, local assets, or any amount in between
  • Suited to investors who can absorb the volatility associated with global equity and currency market fluctuations
  • Benchmarked against inflation plus 7% over any rolling 7-year period
  • Regarded as an aggressive-risk, high-growth strategy with possible high levels of volatility
  • Does not conform to Regulation 28 of the Pension Funds Act

4. Octagon Income (Model Portfolio)

  • Offers a high level of income over the short term
  • Offers capital preservation, with limited exposure to equities
  • Has a minimum investment horizon of 1 year or more
  • Aims for returns of inflation plus 2% per annum over any rolling 3-year period
  • Has a low risk profile
  • No more than 25% can be invested in equities
  • Conforms to Regulation 28 of the Pension Funds Act

5. Octagon Moderate (Model Portfolio)

  • Offers moderate capital growth over the medium term
  • Able to tolerate moderate volatility over the short term
  • Has a minimum investment horizon of 3 years or more
  • Aims for returns of inflation plus 4% per annum over any rolling 5-year period
  • Ideal for the moderate risk investor as it is limited to a maximum equities exposure of 60%
  • Conforms to Regulation 28 of the Pension Funds Act

USD & GBP-based investment strategies:

6. Octagon Financial Global Cautious

  • A cautious risk, low-equity, multi-asset investment available in either US dollars or Pound Sterling
  • Provides stable capital growth through higher exposure to fixed-interest markets along with lower levels of exposure to equity markets over a market cycle
  • Suited to investors who want steady capital growth over a 5-year or longer period
  • Equity exposure is limited to 50% of total assets invested in the fund

7. Octagon Financial Global Balanced

  • A moderate risk investment, medium-equity, multi-asset investment available in either US dollars or Pound Sterling
  • Provides long-term capital growth through a managed exposure to both equity and fixed-interest markets over a market cycle
  • Ideal for investors looking for balanced capital growth over a 5-year or longer period/li>
  • Total equity exposure is limited to 75% of total assets invested in the fund

8. Octagon Financial Global Flexible Equity

  • An aggressive risk, flexible investment strategy available in either US dollars or Pound Sterling
  • Provides high levels of long-term capital growth through managed exposure to equity markets over a market cycle
  • Ideal for investors looking for  above average capital growth over a 5-year or longer period
  • Total equity exposure can be maximised at 100% of the fund

Our exclusive local (ZAR based) range of Octagon SCI Funds of Funds and offshore (USD & GBP) Investment Wrap portfolios all boast a diversity of investment strategies, designed to fulfil the wealth priorities of the most discerning investors.

View our investment portfolio here