Balanced

A moderate risk strategy with the aim of achieving medium to long term capital growth.

Using a blend of diversified assets within a multi-asset framework, the portfolio seeks to hedge inflation while providing consistency of returns and growth opportunities over the medium term.

Who is this suitable for?

 

This is suitable for investors who give equal importance to making gains and controlling any potential losses.

What are the Portfolio Parameters?

 

  • Time horizon of 5-8 years

  • Targeted Returns of Cash + 3%

  • Maximum Drawdown* 20%

*Drawdown definition: Drawdown refers to the decline in value of the investment, redemption at this low point would lead to crystallisation of a loss. 

Other Solutions

  • Defensive

    A low-risk strategy with the aim of achieving some capital growth over the short to medium term with below average volatility.

    Find out more

  • Growth

    A moderate to high risk strategy with the aim of maximising total return over the longer term.

    Find out more