Why choose a Helfin GLOBAL CAPITAL Unit trust?

Every Helfin fund invests in diverse portfolio of assets, in line with our asset allocation philosophy, which provides a high probability of achieving specific objectives. The assets of each fund will from time to time include passive instruments, for low cost-efficient exposure, and direct instruments as well as investments in the investment portfolios of top tier local and global portfolio managers.

efficient frontier

Helfin Ci Income Fund of Funds:

The objective of the Helfin Ci Income Fund of Funds is to provide investors with an alternative to cash with a strong focus on capital protection. The portfolio aims to generate a return of SA CPI + 2% p.a. over any rolling 24-month period. The portfolio maintains a low risk profile as it is limited to a maximum of 10% exposure to equities.

Helfin Ci Cautious Fund:

The objective of the Helfin Ci Cautious fund is to provide investors with income and conservative capital growth with a focus on capital preservation. The portfolio aims to generate a return of CPI + 3% p.a. over any rolling 3-year period. This portfolio maintains a moderate low risk profile.

Helfin Ci Balanced Fund:

The objective of the Helfin Ci Balanced fund is to provide investors with moderate capital growth. The portfolio aims to generate a return of CPI + 4% p.a. over any rolling 5-year period. The portfolio maintains a moderate risk profile.

Helfin Ci Moderately Aggressive Fund:

The objective of the Helfin Ci Moderately Aggressive fund is to deliver long term capital growth. The portfolio aims to generate a return of CPI + 5% p.a. over any rolling 7-year period. The portfolio maintains a high-risk profile.

Helfin Ci Worldwide Flexible Fund of Funds:

The objective of the Helfin Ci Worldwide Flexible Fund of Funds is to deliver long term capital growth. The portfolio aims to generate a return of CPI +6% p.a. over any rolling 10-year period. The portfolio maintains a high risk profile and does not adhere to the guidelines set by Regulation 28.

Helfin Global Flexible Fund (USD):

The investment objective of the Fund is to provide long-term capital
growth by diversifying investments across various asset classes. This
objective is not guaranteed. The Fund will have an equity bias and is expected to be high in terms of the risk/return scale.