Active Fund Management

Rutherford model portfolios are a strategic blend of world class South African and international funds, designed to achieve consistent inflation beating returns with the lowest risk managed by Rutherford Asset Management.

The Rutherford model portfolios benefit from a rigorous fund selection process and ongoing rebalancing to ensure optimum asset allocation at all times and therefore better long term returns with lower volatility. Each model portfolio is designed to achieve a target return, taking into account a specified amount of risk. This means that the investor will have a clear idea of the expected returns of a particular model portfolio before investing.

Disciplined asset allocation has been proven to be the most important factor in capturing total market returns over time

A high level of diversification is another key element of model portfolio investing. The various asset classes (such as equities, property or cash) perform very differently over market cycles. Our investors gain access to all the core benefits of multiple asset classes and fund manager expertise, with the added layer of diversification through our blend of fund managers.

The Rutherford model portfolios continue to prove that our investment philosophy works, delivering consistent returns for our clients through the market cycles.

You can switch your investment fund allocation to an active managed portfolio online

The Rutherford Balanced Portfolio’s strategy is to provide investors with a well-diversified multi-managed prudential portfolio that aims to produce high long-term total return through diversification of asset managers and investment styles. The portfolio’s equity exposure is limited to a maximum of 75% of the portfolio’s net asset value. The portfolio will be managed in compliance with the prudential investment guidelines that apply to retirement funds in South Africa (Regulation 28 restrictions).