This Portfolio aims to grow your wealth relative to the cost of living, with a medium to low risk of capital loss, over an investment horizon of at least six years.
Asset class
Allocation range
Actual allocations at 30-04-2022
Cash & fixed interest
0-30%
1.7%
Property
0-30%
11.9%
Equities
40- 80%
55.6%
Alternatives
0-50%
30.8%
These exposures include the underlying asset allocations of the managed investments in the Portfolio.
