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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

2020

Succession
Balanced		 Succession
Capital Growth		 Succession
Income Plus		 Succession
Stable Growth		 Succession
Stable
August PDF PDF PDF PDF PDF
July PDF PDF PDF PDF PDF
June PDF PDF PDF PDF PDF
May PDF PDF PDF PDF PDF
April PDF PDF PDF PDF PDF
March PDF PDF PDF PDF PDF
February PDF PDF PDF PDF PDF
January PDF PDF PDF PDF PDF

August

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

July

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

June

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

May

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

April

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

March

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

February

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

2019

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

Adviser Pack

SFP Wrap Fund Mandate – Glacier
SFP Multi-Asset Wrap Funds One-pager
SFP Investment Pack
SFP Wrap Fund Mandate – Glacier Investment Platform
SFP Wrap Fund Mandate – non-Glacier Investment Platform
Latest Changes to SFP Wrap Funds
SFP Approved Fund List
Why SFP Wrap Funds – for the end client
SFP Wrap Summary September 2019
SFP Performance Report September 2019

Contact

  • 021 912 3920

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