MODEL PORTFOLIOS
A model portfolio is a pre-constructed investment strategy that combines various collective investment schemes—such as unit trusts—into a single, diversified portfolio. These portfolios align with specific risk profiles and investment goals and offer investors a streamlined way to access expert asset allocation while maintaining flexibility and transparency.
Bartizan Growth Model Portfolio
14 Sept 2026
Last Updated:
Platforms:
Allan Gray, NinetyOne, Glacier
Risk Rating:
High
This portfolio is suitable for investors seeking long-term capital growth, without the requirement to comply with Regulation 28 of the Pensions Fund Act. The portfolio will invest only in growth assets, in order to deliver inflation beating returns over the longer-term. Given the maximum allocation to growth assets, the portfolio could result in negative returns over the short to medium term and therefore the recommended holding period for investors is at least 6 years.
Bartizan Balanced Plus Model Portfolio
14 Sept 2026
Last Updated:
Platforms:
Allan Gray, NinetyOne, Glacier
Risk Rating:
High
This portfolio is suitable for investors seeking the maximum long-term capital growth, while complying with Regulation 28 of the Pensions Fund Act. The portfolio will invest only in growth assets, in order to deliver inflation beating returns over the longer term. Given the maximum allocation to growth assets, the portfolio could result in negative returns over the short to medium term, and therefore the recommended holding period for investors is at least 6 years.
Bartizan Balanced Model Portfolio
14 Sept 2026
Last Updated:
Platforms:
Allan Gray, NinetyOne, Glacier
Risk Rating:
Medium-High
This portfolio is suitable for investors requiring long-term capital growth, whilst complying with Regulation 28 of the Pensions Fund Act. The portfolio will have a bias to growth assets, in order to deliver inflation beating returns over the longer term. Given the bias to growth assets, the portfolio could result to negative returns over the short to medium term, and therefore the recommended holding period for investors is at least 5 years