Investment Products

Three strategies. One standard.

Every portfolio managed with the same institutional rigour — our commitment to your returns does not waver. Scroll to explore each product.

Conservative

Secure Max

unlevered — index focused — capital preservation

Designed for conservative investors, Secure Max prioritises capital preservation through a diversified mix of fixed income securities, low-risk index funds, and selective equity exposure. Unleveraged — no borrowed funds. Built for the long term.

Asset Allocation

Listed Equity0% – 20%
Fixed Income0% – 100%
Index Funds0% – 100%
0.75%Annual Management Fee

Investment Wrappers

SIPPISATRUST
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Moderate

Growth Max

equity focussed — capital growth

For investors seeking equity-led growth, Growth Max combines a higher allocation to value stocks with diversified fixed income and index funds for managed volatility. Unleveraged, with a focus on capital appreciation and dividend income.

Asset Allocation

Listed Equity0% – 100%
Fixed Income0% – 50%
Index Funds0% – 100%
0.50%Annual Management Fee
10%Performance Fee on Returns

Investment Wrappers

SIPPISAGIACORPORATE
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Aggressive

Turbo Max

leveraged — margin account — accelerated growth

For aggressive investors seeking significant growth, Turbo Max applies considered leverage to a value stock portfolio — amplifying returns while maintaining a lower risk profile than unleveraged growth stocks. Futures may be used for hedging or index-based leverage.

Asset Allocation

Listed Equity0% – 100%
Index Funds0% – 100%
FuturesHedging & leverage
1.00%Annual Management Fee
10%Performance Fee on Returns

Investment Wrappers

GIA MARGINCORPORATE MARGIN
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