WaypointInvestment Simulator

Asset Data

Historic return proxies and the backend fund list used for portfolio construction, the Simulate step, and fund matching.

Download upload template (.xlsx)

Currently dummy and placeholder return series. Replace with real index history before using this for real advice. Selected per asset class on the Portfolio step.

SA Equity

  • FTSE/JSE Capped SWIX Index (dummy proxy)60 rows
  • FTSE/JSE Top 40 Index (dummy proxy)60 rows

SA Bonds

  • S&P South Africa Sovereign Bond Index (dummy proxy)60 rows
  • FTSE/JSE All Bond Index (dummy proxy)60 rows

SA Cash

  • STeFI 3-Month Index (dummy proxy)60 rows
  • STeFI Call Deposit Index (dummy proxy)60 rows

SA Property

  • S&P South Africa REIT Index (dummy proxy)60 rows
  • FTSE/JSE SA Listed Property Index (dummy proxy)60 rows

Global Equity

  • S&P 500 Index, ZAR (dummy proxy)60 rows
  • MSCI World Index, ZAR (dummy proxy)60 rows

Global Bonds

  • FTSE World Government Bond Index, ZAR (dummy proxy)60 rows
  • Bloomberg Global Aggregate Bond Index, ZAR (dummy proxy)60 rows

General datasets uploaded on the Portfolio step (not yet selectable on Simulate, which uses the per-asset-class proxies above).

  • Demo Historic Returns (15yr, synthetic) (sample data)1080 rows

Placeholder fund list. No real fund data was supplied for this build, so replace it with your firm's actual fund range before using this for real advice.

Waypoint Aggressive Growth Fund

SA Equity 45% · SA Property 10% · Global Equity 45%

Waypoint Balanced Fund

SA Bonds 20% · SA Equity 35% · SA Property 10% · Global Bonds 10% · Global Equity 25%

Waypoint Cautious Fund

SA Cash 20% · SA Bonds 35% · SA Equity 25% · Global Bonds 10% · Global Equity 10%

Waypoint Conservative Fund

SA Cash 40% · SA Bonds 40% · SA Equity 10% · Global Bonds 10%

Waypoint Global Balanced Fund

SA Cash 10% · Global Bonds 35% · Global Equity 55%

Waypoint Global Bond Fund

Global Bonds 100%

Waypoint Global Equity Fund

Global Equity 100%

Waypoint Growth Fund

SA Bonds 10% · SA Equity 45% · SA Property 10% · Global Equity 35%

Waypoint Money Market Fund

SA Cash 100%

Waypoint Property Fund

SA Property 100%

Waypoint SA Bond Fund

SA Bonds 100%

Waypoint SA Equity Fund

SA Equity 100%