INVESTMENT PROFESSIONALS

 

Global Balanced

Maximise volatility-adjusted returns

This is High Street’s most established Fund with a 10+ year track record. It is managed by our Founder who has a significant portion of his wealth invested alongside.

 

The Fund seeks to maximise volatility-adjusted returns by participating meaningfully in market upside while avoiding a corresponding increase in downside capture. It has an equity tilt and manages the associated downside potential through active hedging techniques and broad diversification across asset classes and investment styles.

 

The Fund has a history of strong performance and consistently features in top quartile rankings, over rolling 3-year periods*. It is designed to be a pillar of a conservative investor’s portfolio and for individuals looking to convert their retirement savings to living annuities.

Risk Profile

Moderate

Target Rate of Return

US CPI +4% p.a over any rolling 3 year period

Recommended Period

3 Years

GB Graph - Website

Source: Bloomberg, 31/05/2026

Notes: The investment performance is for illustrative purposes only. Performance relates to the retail fee class. The investment performance is calculated by taking the actual initial fees and all ongoing fees into account for the amount shown and income is reinvested on the reinvestment date.

We launched the Fund when I was in my late 40's seeking a conservative strategy to protect and steadily compound my wealth. It has produced dependable volatility-adjusted returns and remains suitable for my current requirements.
MIKE PATCHITT
FUND MANAGER
Mike
Mike

INVESTOR SUITABILITY

The Fund is suitable for investors seeking moderate capital growth with a reduced tolerance for market drawdowns. A holding period of 3 years or longer is recommended.

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Discretionary investors

Conservative discretionary investors

Annuities

Living annuities upon reaching retirement age

TFSA

Tax-Free Savings Accounts

Platform Availability

The Global Balanced Fund (USD) is available directly through Sanlam Asset Management or on the following platforms:

 

  • Allan Gray Offshore Investment Platform
  • Allfunds (buy-free model)
  • Glacier International
  • Momentum International / Wealth

 

Our Global Balanced Feeder Fund (ZAR) is available directly through Prescient Fund Services or on the following platforms:

 

  • Allan Gray
  • Glacier Local
  • Momentum Wealth
  • PPS Investments

*Reference: Morningstar on 31 December 2025. Past performance is not necessarily a guide for future performance.

“We are active in managing asset allocation and downside risk which have become increasingly important in today’s fast-paced financial markets. One such instance was our decision to reduce bond exposure to zero when interest rates reached record lows in 2020. This flexibility reflects our focus on delivering balanced returns through the cycle using a dynamic approach.”

CHRISTOPHER BROWNLEE, CFA, CAIA, HEAD OF RESEARCH

“We are active in managing asset allocation and downside risk which have become increasingly important in today’s fast-paced financial markets. One such instance was our decision to reduce bond exposure to zero when interest rates reached record lows in 2020. This flexibility reflects our focus on delivering balanced returns through the cycle using a dynamic approach.”

CHRISTOPHER BROWNLEE, CFA, CAIA, HEAD OF RESEARCH

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