A range of professionally managed USD portfolios constructed to align with different investment goals, risk profiles, and market environments.
Global Model Portfolios
Our Global Model Portfolios offer a single, independent access point to international markets, free from institutional or corporate bias. By applying
rigorous qualitative and quantitative due diligence to the global investment universe, we blend premier international asset managers across distinct
regions, investment styles, and risk horizons. These diversified multi-asset strategies are structured to protect your clients against domestic currency
risk while capturing robust growth within a strict risk-managed framework.
The model portfolios are available on Allan Gray International and Ninety One International.
| Fund Name | Risk Rating | Annualised Return (5 yr) | Positive Months | Benchmark | ||
|---|---|---|---|---|---|---|
| Edify Global Cautious | Cautious | 3.30% | 66.67% | (ASISA) Global MA Low Equity | View Fund | |
| Edify Global Moderate | Moderate | 5.20% | 68.97% | EEA Fund USD Moderate Allocation | View Fund | |
| Edify Global Aggressive | Aggressive | 6.00% | 66.67% | (ASISA) Global MA High Equity | View Fund |