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