Multi-Asset
Local Balanced
A diversified portfolio focused on Botswana capital markets, blending local equities, bonds, and money market instruments.
Overview
A diversified strategy concentrated on Botswana capital markets, combining local equities, fixed income, and money market instruments for balanced, risk-adjusted returns.
The Local Balanced strategy is built for investors who want diversified exposure within the Botswana market. It blends local equities, government and corporate bonds, and money market instruments into a single, actively managed portfolio.
Our bottom-up research and deep knowledge of local issuers underpin every allocation, with the balance between asset classes adjusted as market conditions and the interest rate environment evolve.
What it offers
- Botswana equities
- Local fixed income
- Money market instruments
- Regulated local exposure
Who it is for
- Investors seeking diversified local exposure
- Institutions with Pula-denominated mandates
- Pension and provident funds
The value of investments can go down as well as up, and past performance is not necessarily a guide to future performance. This page is for information only and is not investment advice or an offer to invest. Please speak to our team before investing.
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Speak to an investment professional about how this strategy fits your objectives, risk tolerance, and time horizon.