
SHARE PORTFOLIOS
A share portfolio is a collection of individual stocks owned by an investor. It represents direct ownership in listed companies and can be tailored to suit specific investment goals, risk tolerance and market views. Unlike unit trusts or Exchange Traded Funds (ETF), share portfolios are actively managed by the investor or a portfolio manager, offering full transparency and control over each holding.
Bartizan Capital SA Future Builder Share Portfolio
14 Sept 2026
Last Updated:
Risk Rating:
High
This portfolio is suitable for investors seeking the 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 Capital Global Moderate Share Portfolio
14 Sept 2026
Last Updated:
Risk Rating:
High
To provide a balance between long term capital appreciation and income by investing in a combination of asset classes including equities, fixed income, property and cash with the potential for moderate levels of price fluctuations.
Bartizan Capital Global Growth Share Portfolio
14 Sept 2026
Last Updated:
Risk Rating:
High
To provide a balance between long term capital appreciation and income, with an emphasis on growth, by investing in a combination of asset classes including equities, fixed income, property and cash with the potential for moderate to high levels of price fluctuations.
Bartizan Capital Global Cautious Share Portfolio
14 Sept 2026
Last Updated:
Risk Rating:
High
To provide a balance between long term capital appreciation and income, with an emphasis on income, by investing in a combination of asset classes including equities, fixed income and cash with the potential for low to moderate levels of price fluctuations.
Bartizan Capital Global Flexible Growth Share Portfolio
14 Sept 2026
Last Updated:
Risk Rating:
High
To provide long term capital appreciation, by investing in a combination of growth asset classes including equities, commodities, property, infrastructure and private equity. The portfolio has potential for high levels of price fluctuations.