Cautious
A low-risk strategy with the aim of achieving some capital growth over the short to medium term of 5-8 years.
Moderate
A moderate risk strategy with the aim of achieving capital growth over the medium term. This investment approach seeks to deliver capital growth over the medium term of 8-10 years, mindful of the risks of inflation in line with the portfolio's risk profile.
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 8-10 years
Targeted Returns of Cash + 4%
Maximum Drawdown* 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
Progressive
A moderate to high risk strategy with the aim of maximising total return over the longer term of 10+ years.