Progressive

A high risk strategy with the aim of targeting a higher degree of capital growth over the longer term.

This investment approach seeks to target a higher level of capital growth over a longer term time horizon of 10+ years.

Who is this suitable for?

 

Suitable for investors with a longer term time horizon who are more focussed on growing their investments and have a broader capacity for loss.

What are the Portfolio Parameters?

 

  • Time horizon of approximately 10+ years

  • Targeted Returns of Cash + 5%

  • Maximum Drawdown* in excess of 25%

*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

  • Cautious

    A low-risk strategy with the aim of achieving some capital growth over the short to medium term of 5-8 years.

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  • Moderate

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

    Find out more