A range of professionally managed portfolios constructed to align with different investment goals, risk profiles, and market environments.
Local Model Portfolios
Our Local Model Portfolios provide financial advisers with a suite of risk-profiled investment strategies built across the South African asset
spectrum. Engineered through a disciplined building-block framework, these solutions blend cost-efficient passive index trackers with
carefully vetted, active boutique managers, including varying levels of hedge fund exposure.
Our models cover the entire risk and product spectrum, such as Regulation 28 Retirement Annuity solutions, Living Annuities, Discretionary
Investments from short to long-term needs, and dedicated Tax-Free Savings solutions.
The model portfolios are available across all major investment platforms (LISPs).
Regulation 28 Compliant
| Fund Name | Risk Rating | Annualised Return (5 yr) | Positive Months | Benchmark | ||
|---|---|---|---|---|---|---|
| Edify Moderate | Moderate | 12.20% | 77.01% | (ASISA) South African MA Medium Equity | View Fund | |
| Edify Moderate Aggressive | Moderate Aggressive | 13.20% | 77.01% | (ASISA) South African MA High Equity | View Fund |
Not Regulation 28 Compliant
| Fund Name | Risk Rating | Annualised Return (5 yr) | Positive Months | Benchmark | ||
|---|---|---|---|---|---|---|
| Edify Strategic Income | Cautious | 9.70% | 95.4% | (ASISA) South African MA Income | View Fund | |
| Edify Stable | Cautious | 11.50% | 80.46% | (ASISA) South African MA Low Equity | View Fund | |
| Edify Medium | Moderate | 12.40% | 79.31% | (ASISA) South African MA Medium Equity | View Fund | |
| Edify Balanced | Moderate Aggressive | 13.70% | 78.16% | (ASISA) South African MA High Equity | View Fund | |
| Edify Long Term Growth | Aggressive | 14.20% | 78.16% | (ASISA) Wwide MA Flexible | View Fund |
Tax-Free Savings
| Fund Name | Risk Rating | Annualised Return (5 yr) | Positive Months | Benchmark | ||
|---|---|---|---|---|---|---|
| Edify Moderate Tax Free | Moderate | 12.70% | 79.31% | (ASISA) South African MA Medium Equity | View Fund | |
| Edify Aggressive Tax Free | Aggressive | 13.20% | 74.71% | (ASISA) Wwide MA Flexible | View Fund |