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Wealth Management

SFP’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:

  • Selection of skilful 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 Mangers

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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Funds

Succession
Balanced
Succession
Capital Growth
Succession
Income Plus
Succession
Stable Growth
Succession
Stable
January PDF PDF PDF PDF PDF

January

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF
Succession
Balanced
Succession
Capital Growth
Succession
Income Plus
Succession
Stable Growth
Succession
Stable
December PDF PDF PDF PDF PDF
November PDF PDF PDF PDF PDF
October PDF PDF PDF PDF PDF

December

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF

November

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF

October

Succession Balanced Download PDF
Succession Capital Growth Download PDF
Succession Income Plus Download PDF
Succession Stable Growth Download PDF
Succession Stable Download PDF

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