Portfolio
Performance
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Portfolio Overview
Global Alpha Portfolio
A portfolio comprised of country-and sector specific equity ETFs. Allocations are actively managed to capitalise on changing opportunities across regions and sectors.
Dividend Growth Portfolio
A portfolio comprised of global dividend growth ETFs. This portfolio is suited to investors that seek lower volatility than the broad market and have a need for regular income. Dividend growth companies are generally more mature businesses, which are by nature less volatile.
All Weather Portfolio
A Multi-Asset portfolio comprised solely of ETFs that rebalances annually to its core allocation of 25% global shares, 25% global bonds (fixed income), 25% to Cash (T-bills) and 25% gold. The aim is to provide a return in excess of US CPI +2.5% with low volatility.
Managed Portfolio Fees
Portfolio Positioning on the Risk Reward spectrum
We work off an asset-based fee, ranging from 0.55% to 1.00% of the assets being managed, depending on the size, scope and continuing services.
Investment size Annual fee*
- < $ 1million 1.00%
- $1m to $1.99m 0.85%
- $2m to $4.99m 0.70%
- > $5m 0.55%
Our fee structure is comprehensive, covering all the services we offer, and it is transparent. The total compensation is clear, without hidden fees or third-party payments. The fee can be terminated at any point with no penalty. Clients pay us directly and we do not earn any fees from service providers, ensuring our duty of care is solely to you, the client. The fee is all in and there is no custody, advisor, entry or exit charges.
*Annual fee levied monthly and includes VAT of 15% for South African based clients.
Portfolio Positioning on the Risk Reward spectrum
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Our Thinking
In the IBEX Capital blog, we share how we go about identifying quality companies and provide high-level thoughts on how we analyse specific businesses. The purpose of the blog is to show you exactly how we put our long-term investment strategy into practise.