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:
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:
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
The 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
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
Investment into the Portfolio is available directly through a Julius Baer & Co. Ltd., Zurich bank account or indirectly via a bank who offers custodial services for actively managed certificates and has an open custodial relationship with the aforementioned.
Benchmark
A composite benchmark comprising:
- 1/3 MSCI World Index
- 1/3 MSCI World REIT Index
- 1/3 Bloomberg Barclays Global Aggregate Bond Index
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Testimonials
What Our Clients Say
“I have always felt like a part of their extended “family”. Honesty, kindness, and approachability, coupled with outstanding service, have made me a client for life.”
“When times are tough and friends are few, it’s reassuring to know that the High Street shareholders are invested alongside you.”
“Integrity, trust, professionalism of its people with the directional proposition and performance of the Fund attracts me as an investor”
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