Cautious
A low-risk strategy with the aim of achieving some capital growth over the short to medium term of 5-8 years.
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
Moderate
A moderate risk strategy with the aim to deliver capital growth over a medium time horizon of 8-10 years.