Centaur Asset Management offers three categories of individually managed portfolios for individuals:

Active high return portfolio

1. These portfolios actively trade utilising Centaur's proprietary valuation models to achieve a substantially higher return than the market with lower risk.
2. These portfolios have a high level of stock turnover.
3. Realised profits are subject to income or company taxes.
4. Ideal for non-taxable portfolios or companies with excess cash to invest.
5. Benchmark: 50% All Share Index 50% Financial & Industrial Index (Findi-Alsi)

Equity only long-term portfolio

1. Long-term market beating returns. Ideal for the investor in a high tax bracket with a medium-term time horizon.
2. No trading in this portfolio, the intention is for holdings to be long-term investments with gains subject to capital gains tax.
3. Designed to give the investor the best after tax investment returns.
4. Ideal savings vehicle with an investor adding additional capital to the portfolio.
5. Benchmark: 50% All Share Index; 50% Financial & Industrial Index (Findi-Alsi).

Balanced long-term portfolio

1. This tax efficient portfolio is designed for an investor who seeks long-term market beating returns with a lower degree of volatility than an equity only portfolio. Suited to the retired individual or someone who intends retiring within three years.
2. In addition to a core portfolio of equities it also holds interest bearing instruments such as government bonds and listed property trusts.
3. An ideal retirement vehicle with a monthly income being paid out of the portfolio.
4. Benchmark: 65% Findi-Alsi benchmark; 30% All Bond Index; 5% cash