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INVESTING FOR CAPITAL
GROWTH OR INCOME
THE COLLAGE
PLATFORM
Investing with Collage Portfolio
means that within a single investment contract, you can build a
comprehensive investment portfolio using a variety of:
"
Investment Managers e.g. Allan Gray
/ Investec / Stanlib etc ...
"
Investment Funds e.g.
equities (shares) / unit trusts / bonds / property /
fixed-interest / currencies
"
Investment Sectors e.g.
local / global / commodities / industrial / resources / value
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COMPILING YOUR
PORTFOLIO
You may select your own funds to
compile your portfolio or you may use Collage to do this for you
at no extra charge. We make use of our
Investment Personality questionnaire to evaluate your
preferences as a guideline to selecting your portfolio.
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FLEXIBILITY TO SUIT
YOUR NEEDS
A Collage Investment Plan provides
for all your investment needs:
"
Invest a lump sum for capital
growth or to generate an income to be paid to you monthly;
and/or ...
"
Invest a regular monthly amount to
build up capital
"
Withdraw some or all of your
capital at any time, you are not fixed for a specific term
"
Invest additional funds into your
Investment Plan whenever you need to
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PROCEDURE
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Product
Brochure
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Budget
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Investment
Personality
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Request
Quote
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