Products & Services

Protector

Provides a broad range of options for investors who prefer to target either absolute return or minimise downside risk. The Protector range provides risk-targeted solutions to address investors’ concerns about:

• Definitive control of downside risk
• Matching inflation
• Loss of capital in absolute terms.

View Product Fact Sheets

Focused and Diversified

Provides risk-targeted solutions around an array of different strategic asset allocations to reflect different tolerances to market risk. These multi-manager portfolios provide a robust solution to accumulating long term capital through varying phases of the market’s cycle.

The Focused Range is ideal for investors seeking long term capital growth in excess of inflation. For those investors seeking a more aggressive asset allocation strategy (and thus introducing a higher level of risk) a Tactical Asset Allocation overlay strategy can be introduced to the Focused 65 portfolio.

The Diversified Range provides risk-targeted solutions around an array of different strategic asset allocations to reflect different tolerances to market risk. These multi-manager portfolios provide a robust solution to accumulating long term capital through varying phases of the market's cycle.

View Product Fact Sheets

Fulcrum

The Fulcrum range provides risk-targeted solutions that are modelled against a fixed asset allocation benchmark. The objective of this range is to outperform the benchmark, on a risk adjusted basis. We implement a flexible asset allocation overlay strategy to benefit from what we perceive as points of material valuation deviation in the underlying asset classes.

View Product Fact Sheets

Super Nation Fund

The Advantage Super Nation Fund is a holistic, comprehensive Regulation 28 compliant investment portfolio that has been structured to address broad Socially Responsible Investment (SRI) guidelines across multiple dimensions while at the same time competing directly, from a risk-adjusted performance perspective, with any other traditional balanced retirement fund.

View Product Fact Sheets

Lifestage

Provides fund members with an automated, low cost approach to addressing their pre- and post-retirement investment requirements as the member moves towards retirement and then, later, through retirement.

This product offers members inflation beating returns during the early and middle accumulation periods for their retirement savings, while automatically shifting a portion of these accumulated assets towards a capital protection strategy as they near retirement.

These same investment building blocks can then be made available to members post-retirement to provide them with investment options that have:

• Variable income (5%, 7%, 10%) options
• Varying degrees of downside protection or inflation-beating properties or some combination thereof.
• A low cost investment product that maintains the same cost benefits that participants enjoyed when they were members of the retirement fund.

View Product Fact Sheets

Shari'ah Fund

Advantage Asset Managers has created a multi-managed Shari’ah portfolio. Through the integration of multi manager principles, that are the hallmark of Advantage’s investment process, together with the rigorous discipline provided by our administration platform, we can provide investors with a unique offering in this field.

View Product Fact Sheets