Squad talk: Are your clients ready to choose their players?Rassie has chosen his squad. Have your clients chosen theirs? ARTICLE BY MARVIN NAIR, INVESTMENT SOLUTIONS EXECUTIVE | DATE: 20 MARCH 2026 | READ TIME: 2 MINUTES

Rassie has been building his Springbok squad. He doesn’t pick on hype. He chooses based on form, depth, cost discipline and the ability to consistently win over time. Much like assembling an ace portfolio.

Here are some star players for your clients to consider: 

Secret Weapon: Old Mutual Retirement Driven Investments

A proven match winner. With a 100% allocation to Black-owned asset managers who have a high allocation to Black individuals within the asset management team, this fund is designed to deliver diversified growth exposure at a highly competitive fee of 65 basis points. It’s outperformed every large Umbrella Fund default investment portfolio peer over a three-year period (to December 2025). It’s your impact player – built to change the game. 

The Tactical Flyhalf: Symmetry 5-7

With faster mandate adjustments and greater flexibility when replacing managers due to its nimble structure. This fund’s performance is in line with industry leaders over the last 10 years, outperforming some large competitors over the last five.

The Reliable Lock: Symmetry 4-6 Tracker 

The Eben Etzebeth of funds? Consistently reliable and the most cost-competitive tracker on a total expense ratio basis.

The Captain: The Absolute Growth Portfolio (AGP) 

15% return for 2025, with a 10-15% reserve, this fund gives you long-term consistency and capital protection, with a buffer for future flexibility. This fund leads from the front.

The Defensive Fullback: 100%-guaranteed Core Growth Portfolio (AGP)

Think 100% capital guarantee. Over the last 10 years, it has been the lowest-risk fund among peers, with robust returns in line with strong defensive balanced funds. No negative months ever on record by design: this player never drops the ball.

  • Want transformed active alpha? → RDI.
  • Want nimble multi-manager flexibility? → Symmetry 5–7.
  • Want ultra-low-cost indexing? → Symmetry 4–6 Tracker.
  • Want growth with smoothing and protection? → AGP.
  • Want capital guarantee and zero negative months? → CGP 100.

Assemble them all and you have a strong squad – every player has a role, and the right combination wins the game.

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