Optimal Asset Allocation in your 50'sPosted in Financial Planning,
on 07.02.24 Read Reaching your fifties can represent a shift in outlook towards investments. The aggressive growth strategies of younger years...
The Balanced Portfolio provides an investment solution for those clients who have a medium tolerance to and capacity for risk. The portfolio has a highly diversified strategy with weightings skewed in favour of growth over defensive assets.
The portfolio was composed based on our 10-year strategic view of the key themes that will drive returns going forward. Aligned to our strategic views are the shorter-term tactical view for each of the respective asset class and sectors.
Below is a summary of some of the current tactical calls within the Balanced Portfolio.
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