Structured and Model Portfolios

Your investment is in safe hands

Model portfolios provide a simple, cost-effective means of appointing an expert investment manager to manage your portfolio. This is done in line with your investment objectives, as identified by your financial advisor. Clients with a similar risk outlook and return objective are invested into a carefully selected range of investment options, which are specifically designed to cater for the needs of the group of clients in question. This collection of investment options is known as a Model Portfolio.

Why Invest In a Model Portfolio?

Expert Management

Your investment portfolio is managed by a qualified and highly experienced Investment manager.

Low Cost

Model portfolios are a traditionally cheaper option than a Unit Trust fund of funds investment.

Adapt to changing market conditions

We follow a stringent quarterly investment review process and any asset allocation decisions made in a given quarter will automatically be implemented across all the model portfolios at the same time.

Transparency

A monthly portfolio report showing your model portfolio breakdown, performance and objectives is available through your Financial Advisor.

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Our Portfolios

Rockfin has partnered with Momentum Investments for the provision of model portfolio services for their clients, and firmly believes that these solutions will provide the optimal outcome when it comes to clients’ investment needs. These Model Portfolios have been specifically designed to align with Rockfin’s financial planning and advisory process.

Rockfin Conservative Model Portfolio

This portfolio is suitable for investors who typically have an investment horizon of more than three years, and are seeking exposure to an income-based collection of assets to provide capital growth in line with the median of the Low Equity Sector (with up to 40% in equities). It is aimed at investors who are sensitive to the fluctuations associated with high equity and listed property holdings.

Rockfin Moderate Model Portfolio

This portfolios is suitable for investors who typically have an investment horizon of more than fve years and who seek exposure to a balanced collection of assets to provide medium-term capital growth in line with the median of the Medium Equity sector (with up to 60% in equities). Investors in this model should be comfortable with limited equity-related price fluctuations and short to medium term volatility.

Rockfin Growth Model Portfolio

This portfolio is suitable for investors with an investment horizon of more than 7 years who seek exposure to a growth-biased collection of assets to provide long-term capital growth in line with the median of the High Equity sector (with up to 75% in equities). Investors in this model are comfortable with some equity-related price fluctuation and short to medium-term volatility.

Rockfin Flexible Model Portfolio

This portfolio is suitable for investors with an investment horizon of more than 7 years, who seek exposure to a growth-biased collection of assets to provide long-term capital growth in line with 75% Medium Equity + 20% Global Equity + 5% Global Property unit trust sectors (i.e. increased offshore exposure). Investors in this model are comfortable with some equity-related price fluctuation and short to medium term volatility.