Model Portfolios

2IP is an independent multi-manager that offers a range of risk profiled multi-asset solutions actively managed on various LISP platforms.


Our full range:

2IP Income Fund (CPI+2%)

This model portfolio aims to provide investors with stable income and capital stability over the short-term. The portfolio aims to achieve a return of CPI+2% over rolling two–year periods. The portfolio invests primarily in fixed income instruments both domestically and offshore. Its objective is to outperform the ASISA South African MA Income peer group average. The portfolio is Regulation 28 compliant of the Pension Funds Act, 1956. This portfolio is suitable for investors with an income requirement in the shorter-term exceeding the returns of a typical ASISA money market fund.

2IP Cautious Fund (CPI+4%)

This model portfolio aims to provide capital growth with moderate risk exposure over the medium-term. The portfolio aims to achieve a return of CPI+4% over rolling four–year periods. This portfolio will be diversified across major asset classes investing primarily in a combination of equity. Its objective is to outperform the ASISA South African MA Medium Equity peer group average. This portfolio is regulation 28 compliant of the Pension Funds Act, 1956. This portfolio is focussed on managing medium-term volatility and is suitable for investors with both income and stable capital growth requirements over the relevant period.

2IP Growth Fund (CPI+6%)

This model portfolio aims to provide a high level of total real returns over the long-term. The portfolio aims to achieve a return of CPI+6% over rolling six–year periods. The portfolio will be diversified across major asset classes investing primarily in a combination of equity, fixed income and listed property both domestically and offshore. It aims to outperform the ASISA South African MA High Equity peer group average. This portfolio is regulation 28 compliant of the Pension Funds Act, 1956. This portfolio is focussed on long-term capital growth and is suitable for investors that is comfortable to tolerate the higher market volatility associated with a growth focussed portfolio.

2IP Flexible Fund (CPI+6%)

This model portfolio aims to provide a high level of capital growth over the long-term. The strategy aims to achieve a return of CPI+6% over rolling six–year periods. The portfolio will be diversified across major asset classes investing primarily in a combination of equity,  fixed income and listed property, both domestically and offshore. It aims to outperform the ASISA World Wide MA Flexible peer group average. The portfolio is not Regulation 28 compliant of the Pension Funds Act, 1956. The  portfolio will typically have higher exposure to offshore assets than a Regulation 28 High Equity Fund. The portfolio is focussed on long-term capital growth and is suitable for investors that are comfortable to assume the higher volatility associated with a growth focussed portfolio.

2IP Global Balanced Fund

This model portfolio aims to achieve a return in line with the average return of the ASISA Global MA High Equity category. Over the longer-term the portfolio should provide a return in excess of US CPI+4%. This portfolio invests primarily in a combination of equity, fixed income and listed property Listed offshore. This portfolio is not regulation 28 compliant. This portfolio is focussed on long-term capital growth and is suitable for investors that require higher growth in the long-term and is comfortable to assume the higher volatility associated with a growth focussed portfolio .