Growth

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

This approach will typically use a mix of investment strategies to better adapt to changing market conditions. Clients should be prepared to suffer some loss of capital over short-term time horizons in pursuit of longer-term performance.

Who is this suitable for?

 

This is suitable for investors where maximising returns are a priority and are willing to see large movements in the portfolio both up and down in pursuit of higher gains.

What are the Portfolio Parameters?

 

  • Time horizon of 8+ years

  • Targeted Returns of Cash + 4%

  • Maximum Drawdown in excess of 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.

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  • Balanced

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

    Find out more