Discretionary

Discretionary Investment Portfolio

Discretionary authority

KDT invests according to a pre-set mandate.

 

Equity portfolio

Consisting of 30-40 shares selected primarily from the S&P 500 index and other major indices

Fixed income and cash allocation

The allocation to direct holdings in corporate and treasury securities is determined by the overall risk “profile” of the portfolio

Passionate – Dedicated – Professional

select your preferred portfolio from a shortlist to build a portfolio.

We review carefully with you to identify the most appropriate risk profile for your investment portfolio after taking into consideration your personal and family requirements. Then you select your preferred portfolio from a shortlist to build a portfolio of high quality companies and government obligations to deliver optimum performance.

Build a personal connection

You will engage with the business owners at every step of the journey

Portfolio of direct shares and bonds

The discretionary mandate will be reviewed at least annually or more frequently if needed

Low turnover cost-effective approach

We focus on giving the investments time and only making changes when absolutely necessary