What are the “White Label Funds” offered by Knysna Insurance Brokers?
Knysna Insurance Brokers offers multi-asset wrap funds (white label funds) designed to meet your needs. These are actively managed to the highest standards. We offer a holistic and competitive solution to achieve your investment goals, even as markets change.
Our wrap funds range consist of tailor-made solutions – three multi-asset funds ranging from conservative to a flexible risk profile.
Knysna Insurance Brokers Conservative Wrap
The wrap fund aims to provide investors with a high level of income over a short term. The preservation capital is of primary importance.
The fund will consist primarily of income orientated assets with limited exposure to equities (maximum of 20%). Investors in this fund have an investment horizon of 1 year or longer.
The fund is in compliance with Regulation 28 of the Pension Funds Act, 1956. The fund has a benchmark of CPI +2% over a 2 -year rolling period.
Knysna Insurance Brokers Moderate Fund
The wrap fund aims to provide a reasonable level of capital growth over the medium term. Investors in this fund are prepared to tolerate moderate fluctuations in the value of their investment over the short term.
The fund will be diversified across all major asset classes with an average exposure to equities (maximum of 60%). Investors in this fund have an investment horizon of 3 years or longer.
The fund is in compliance with Regulation 28 of the Pension Funds Act, 1956. The fund’s benchmark is the average of the ASISA SA Multi Asset Medium Equity Category.
Knysna Insurance Brokers Flexible Wrap
The wrap fund aims to provide a high level of capital growth over the long term. Investors in this fund are prepared to tolerate high fluctuations in the value of their investment over the short term.
The fund will be diversified across all major asset classes with a strong bias towards equities (maximum of 100%) and can invest in South African and /or foreign markets up to 100% either way.
Investors in this fund have an investment horizon of 5 years or longer. The fund is not in compliance with with Regulation 28 of the Pension Funds Act, 1956. The fund’s benchmark is the average of the ASISA Worldwide Multi Asset Flexible category.
