In keeping with our Partnership philosophy STAR manages model portfolios for our IFA partners. These portfolios are custom designed with clearly defined investment mandates and philosophies, professionally managed by STAR using our Category II discretionary investment mandate. These portfolios invest in a range of underlying CIS portfolios that STAR rigorously researches, blends and monitors on an ongoing basis. These portfolios allow IFA’s to ensure their clients who are seeking similar outcomes are all aligned and actively rebalanced whenever a change is required. Typically, an IFA will have 3 to 5 different model portfolios for their clients including SA inflation plus target returns portfolios and Global (hard currency) risk and return profile funds. We are currently approved by and manage model portfolios on the following local LISP platforms: Allan Gray; Discovery; Glacier; INN8; Momentum, Ninety One; Old Mutual; Sanlam; Stanlib and offshore on Capital International Group (CIG); Glacier; Old Mutual International (OMI) and Ramsey Crookall & Co. Ltd.
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Star Cautious Income and Growth Portfolio
Star Balanced Growth and Income Portfolio
Star Balanced High Growth Portfolio
Star Balanced Growth Asset Swap Portfolio