GraySwan

GraySwan Umbrella Fund Survey

2026 — Preview
Preview. This is a view-only sample of the GraySwan Umbrella Fund Survey data-collection form — it shows every question a participating umbrella fund completes for each of its default portfolios. No responses are captured here: the live survey is completed through a secure personal link, saves automatically as you type, and lets you add as many default portfolios as you need.
Section A

Umbrella fund information

R

Default portfolio 1

Accumulation portfolio
R
%

Construction split — must total 100%.

%
%
%
%
Fees
%

Fixed vs performance-based — must total 100%.

%
%
%
%
%
TER & TIC by AUM size

TER and TIC at standard AUM breakpoints.

AUMTER (%)TIC (%)
R 50m
%
%
R 250m
%
%
R 400m
%
%
R 600m
%
%
Preservation portfolio
%
%
Performance & volatility

Annualised (gross) for multi-year windows.

Window Fund return (%) Benchmark return (%) Volatility (%)
3 months
%
%
%
6 months
%
%
%
1 year
%
%
%
2 years
%
%
%
3 years
%
%
%
5 years
%
%
%
10 years
%
%
%
Asset allocation

List each asset class and its most-recent weighting. Weightings must total 100%.

%

Auto-calculated: the sum of the asset classes below starting "Local".

%

Auto-calculated: the sum of the asset classes below starting "Global".

Asset class
Weighting (%)
%
%
%
%

Notes (optional)

Anything you would like us to take into account when reviewing your submission — there is no need to add anything if you have none.

Preview — submission is disabled in this sample.