Why Choose Us Risk profiles will affect asset allocation, which in turn will effect how a portfolio performs.
Our prudent portfolio provides an investment solution for those clients who have a relatively low tolerance and capacity for risk. As a consequence, the portfolio holds limited equity funds, instead consisting largely of what we refer to as defensive asset classes. The objective of our prudent portfolio is to achieve real capital growth, in excess of the interest available to cash accounts, while maintaining an essentially defensive strategy.
Our balanced portfolio provides an investment solution for those clients who have a medium tolerance and capacity for risk. This portfolio utilises a highly diversified strategy and the objective of this portfolio is to achieve real capital growth, in excess of the interest available to cash accounts, while maintaining an investment strategy appropriate for a ‘balanced’ style of investor.
Our growth portfolio provides an investment solution for those clients who have a higher than average tolerance and capacity for risk. Our portfolio utilises a predominantly equity based strategy, and through this aims to achieve a high degree of real capital growth over the medium to long term.
Our adventurous portfolio provides an investment solution for those clients who have a very high tolerance and capacity for risk. The objective of our portfolio is to achieve a high degree of real capital growth over the medium to long term, using a strong bias towards Global Equity. Furthermore, the portfolio has a higher weighting towards Global Emerging Markets and invests a greater proportion in alternative asset classes.
