The objective of the Products are to achieve consistent risk-adjusted returns through investing in high-yielding listed instruments. For equity and listed property holdings, total yield comprises the cash returned to shareholders from dividends and the yield from stock repurchases.
The Products are available through an unlevered and leveraged product. The latter aims to enhance returns utilising 20%* initial leverage to exploit the positive spread between the Product’s yield and fundings costs. This amplifies both positive and negative returns.
*This figure will vary depending on the performance of the underlying assets.
Risk Profile
Yielding Product:
Moderate to Aggressive Risk Profile. The product is suitable for retail investors seeking capital gains through exposure to high-yielding assets and a moderate tolerance for market drawdowns. An investment horizon of 5+ years is recommended.
Leveraged Yielding Product:
Aggressive Risk Profile. The product is suitable for retail investors seeking capital gains through leveraged exposure to high-yielding assets. The risk profile is elevated due to its utilisation of leverage, which amplifies both positive and negative performance. An investment horizon of 5+ years is recommended.
Investor Suitability
- With a preference for more defensive, yielding investments across asset classes
- Ascribing a significant portion of market returns to the income component
The Leveraged Yielding Product caters for investors:
- With a preference for more defensive, yielding investments across asset classes
- Ascribing a significant portion of market returns to the income component
- Seeking a product that takes advantage of the positive spread between yielding investments and borrowing costs, which enables leverage to amplify returns
Foreign Exchange Requirements
Rand Denominated Offering
The Product is Listed on the JSE and traded and settled in ZAR. Foreign exchange regulation does therefore not apply.
Asset Allocation
The Products targets high-yielding investments including, but not limited to: equities, listed properties, preference shares and bonds.
Platform Availability
To invest in the Product investors can open or use an existing brokerage account with an authorised JSE equity member. The broker then contacts Standard Bank (the issuer) to execute an order.
Benchmark
A composite benchmark comprising:
- 75% MSCI ACWI Net Total Return Index (ZAR)
- 20% EPRA/NAREIT Developed Net Total Return Index (ZAR)
- 5% SAFE South Africa Short Term Fixed Interest Rate
DOLLAR DENOMINATED OFFERING
RAND DENOMINATED OFFERING
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Global Yield Fund
DOLLAR DENOMINATED OFFERING
RAND DENOMINATED OFFERING
The objective of the Portfolio is to achieve consistent risk-adjusted returns through investing in high-yielding listed instruments. For equity and listed property holdings, total yield comprises the cash returned to shareholders from dividends and the yield from stock repurchases.
The Portfolio is available through an unlevered and leveraged product. The latter aims to enhance returns utilising 20%* initial leverage to exploit the positive spread between the Portfolio’s yield and fundings costs. This amplifies both positive and negative returns.
*This figure will vary depending on the performance of the underlying assets.
Risk Profile
Yielding Product:
Moderate to Aggressive Risk Profile. The product is suitable for retail investors seeking capital gains through exposure to high-yielding assets and a moderate tolerance for market drawdowns. An investment horizon of 5+ years is recommended.
Leveraged Yielding Product:
Aggressive Risk Profile. The product is suitable for retail investors seeking capital gains through leveraged exposure to high-yielding assets. The risk profile is elevated due to its utilisation of leverage, which amplifies both positive and negative performance. An investment horizon of 5+ years is recommended.
Investor Suitability
- With a preference for more defensive, yielding investments across asset classes
- Ascribing a significant portion of market returns to the income component
The Leveraged Yielding Product caters for investors:
- With a preference for more defensive, yielding investments across asset classes
- Ascribing a significant portion of market returns to the income component
- Seeking a product that takes advantage of the positive spread between yielding investments and borrowing costs, which enables leverage to amplify returns
Foreign Exchange Requirements
Our arrangement with Currency Assist allows our clients foreign exchange services at competitive rates from which High Street receives no remuneration. Currency Assist can guide you through the process of externalising your capital (converting to USD) and securing tax clearances or SARB approvals.
Asset Allocation
The Portfolio targets high-yielding investments including, but not limited to: equities, listed properties, preference shares and bonds.
Platform Availability
Benchmark
- 1/3 MSCI World Index
- 1/3 MSCI World REIT Index
- 1/3 Bloomberg Barclays Global Aggregate Bond Index
WATCH A 2-MINUTE VIDEO
SEE THE 2024 OUTLOOK AND 2023 REVIEW HERE
WATCH US ON THE JSE POWER HOUR
Testimonials
What Our Clients Say
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