Cautious

A lower risk strategy with the aim of achieving modest capital growth, mindful of inflation over the short to medium term.

This investment approach seeks to protect clients against the impact of inflation by growth and protection of capital over an investment time horizon of 5-8 years.

Who is this suitable for?

 

Suitable for investors with a more conservative attitude to risk, looking for modest growth while keeping ahead of inflation.

What are the Portfolio Parameters?

 

  • Time horizon of approximately 5-8 years

  • Targeted Returns of Cash + 3%

  • Maximum Drawdown* 15%

*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

  • Moderate

    A moderate risk strategy with the aim to deliver capital growth over a medium time horizon of 8-10 years.

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  • Progressive

    A moderate to high risk strategy with the aim of maximising total return over the longer term of 10+ years.

    Find out more