Multimanager Solutions
Fund
Chartis Asset Management’s Multimanager Solutions offer professionally managed, diversified portfolios designed to suit a variety of investment objectives and risk profiles. Using a disciplined multi-manager approach, selected underlying funds are combined across asset classes such as equities, bonds, property, and cash to balance growth opportunities with risk management. The range includes income-focused and growth-oriented solutions, enabling advisers and investors to align portfolios with specific time horizons and financial goals, while maintaining compliance with relevant regulations and adapting to changing market conditions.
Income
The portfolio aims to provide a reasonable level of income, taking into account current levels of interest rates and dividend yields.
The portfolio is focused on income generating asset classes and may have limited exposures to equity and property. A multimanager approach is utilised whereby fund managers are combined based on their skill and expertise. The portfolio may invest in foreign assets as permitted by legislation and complies with Regulation 28 of the Pension Funds Act, 1956. The offshore exposure of the overall portfolio will be based on that of the underlying funds.
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | 5 Yr | 7 Yr |
|---|---|---|---|---|---|---|
| Portfolio | 2,35% | 9,39% | 10,21% | 10,74% | 8,99% | 8,59% |
| Benchmark | 1,75% | 6,90% | 7,62% | 8,01% | 6,54% | 6,53% |
Last reporting date: Nov 2025
MDD Document
MDD Document
Conservative
The portfolio is a conservative portfolio and is diversified across the major asset classes utilising a multi-manager approach whereby fund managers are combined based on their skill and expertise.
The available asset classes include: bonds, equity securities, non-equity securities, money market instruments, preference shares, property securities and assets in liquid form. The portfolio may invest in foreign assets as permitted by legislation and complies with Regulation 28 of the Pension Funds Act, 1956. The offshore exposure of the overall portfolio will be based on that of the underlying funds.
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | 5 Yr | 7 Yr |
|---|---|---|---|---|---|---|
| Portfolio | 5,13% | 16,03% | 17,00% | 15,05% | 14,06% | 12,63% |
| Benchmark | 0,69% | 5,42% | 5,59% | 6,11% | 6,97% | 6,53% |
Last reporting date: Nov 2025
Balanced
The portfolio is a balanced portfolio and is diversified across the major asset classes utilising a multi-manager approach whereby fund managers are combined based on their skill and expertise.
The available asset classes include: bonds, equity securities, non- equity securities, money market instruments, preference shares, property securities and assets in liquid form. The portfolio may invest in foreign assets as permitted by legislation and complies with Regulation 28 of the Pension Funds Act, 1956. The offshore exposure of the overall portfolio will be based on that of the underlying funds.
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | 5 Yr | 7 Yr |
|---|---|---|---|---|---|---|
| Portfolio | 5,84% | 19,05% | 19,91% | 16,51% | 16,04% | 14,22% |
| Benchmark | 1,05% | 6,78% | 7,09% | 7,61% | 8,47% | 8,03% |
Last reporting date: Nov 2025
MDD Document
MDD Document
Growth
The portfolio is a growth portfolio and is diversified across the major asset classes utilising a multi-manager approach whereby fund managers are combined based on their skill and expertise.
The available asset classes include: bonds, equity securities, nonequity securities, money market instruments, preference shares, property securities and assets in liquid form. The portfolio may invest in foreign assets as permitted by legislation and complies with Regulation 28 of the Pension Funds Act, 1956. The offshore exposure of the overall portfolio will be based on that of the underlying funds.
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | 5 Yr | 7 Yr |
|---|---|---|---|---|---|---|
| Portfolio | 5,79% | 20,57% | 21,52% | 17,89% | 17,53% | 15,53% |
| Benchmark | 1,41% | 8,15% | 8,59% | 9,11% | 9,97% | 9,54% |
Last reporting date: Nov 2025
Flexible
The portfolio is a high growth portfolio diversified across the major asset classes utilising a multi-manager approach whereby fund managers are combined based on their skill and expertise.
The available asset classes include: bonds, equity securities, nonequity securities, money market instruments, preference shares, property securities and assets in liquid form. The portfolio does
not comply with the statutory investment limits set for retirement funds in South Africa (Regulation 28 of the Pension Funds Act, 1956). The offshore exposure of the overall portfolio will be based
on that of the underlying funds.
| Time Period | 3 months | YTD | 1 Yr | 3 Yr | 5 Yr | 7 Yr |
|---|---|---|---|---|---|---|
| Portfolio | 5,84% | 21,24% | 22,24% | 18,73% | 18,21% | 16,11% |
| Benchmark | 1,65% | 9,06% | 9,59% | 10,11% | 10,97% | 10,54% |
Last reporting date: Nov 2025
MDD Document