The service and growth I have received from Contego is nothing short of exceptional.
Unit Trusts
B3 Protected Balanced Fund
The B3 Protected Balanced Fund is managed in accordance with prudential investment guidelines (complies with Regulation 28 of the Pension Funds Act) and is an actively managed balanced fund. The fund invests across a variety of asset classes and instruments with a bias towards protected equities over the investment cycle. Value is added by active stock selection and management of the average duration of the bond portfolio. In addition the equity, bond and offshore components can be protected by using the proprietary Contego process. The fund has exposure to a combination of domestic and foreign equities which may not exceed 75%, with a maximum offshore exposure not exceeding 20%.
Fact SheetB5 Protected Equity Portfolio
The B5 Protected Equity Portfolio (CPEP) offers the investor an unique investment opportunity. It provides an entry into the world of equity combined with the safety of capital preservation. It offers unlimited upside exposure to the equity market, while hedging strategies used innovatively to preserve your wealth and to give investors peace of mind. This fund is dependent on market direction, due to the unique process used, it should deliver positive returns regardless of the direction in the underlying market.
B2 Protected Income Fund
The B2 Protected Income Fund is a specialist income generating fund. The fund invests in a well diversified selection of money market instruments, bonds, listed equity, listed preference shares, listed property related securities, and participatory interests in collective investment schemes with a primary objective of delivering absolute returns which is consistent with the Fund’s. The minimum investment in fixed interest instruments and cash will be 70% of the portfolio net asset value at all times.