Common use of High Income Portfolio Clause in Contracts

High Income Portfolio. To target an annual income of SA Prime Overdraft Rate after administration fees over a rolling 36-month period, and to attempt to not have negative returns over a rolling 24-month period. The selected portfolio needs to be clearly stated on the application form completed by the Investor.

Appears in 5 contracts

Samples: Mandate to Manage Investments, Mandate to Manage Investments, Mandate to Manage Investments

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