Portfolio Performance
The Sunbird portfolios are into their eighth year of operation and have been through the market highs and lows. The portfolios are demonstrating good resilience during down markets and the ability to outperform over the long term.
Note: Past performance is not a reliable indicator of future performance.
Portfolio Risk
Sunbird also has a focus on portfolio risk. We aim to generate portfolio beta's that are in-line with or lower than the market. The combination of strong returns and low portfolio risk leads to truly strong risk-adjusted returns.
At Sunbird we don't just talk about strong risk-adjusted returns, we actually deliver.
Portfolio Turnover
Portfolio turnover is very low, which reduces administration, compliance, transaction and taxation expenses.
Portfolio Fees
Sunbird's industry leading portfolios are available under low-cost consulting packages or on platform at a very competitive 28-33bps.
