Balanced
A moderate risk strategy with the aim of achieving medium to long term capital growth.
Defensive
A low-risk strategy with the aim of achieving modest capital growth over the short to medium term with below average volatility. This investment approach seeks to protect clients against the impact of inflation by growth and protection of capital. There is a strong focus on downside risk management to deliver a smoother, less volatile portfolio over maximising returns.
Who is this suitable for?
This is suitable for investors who are more focussed on preventing losses over making large gains.
What are the Portfolio Parameters?
Time horizon of approximately 5 years
Targeted Returns of Cash + 2%
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
Growth
A moderate to high risk strategy with the aim of maximising total return over the longer term.