Asset Allocation

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 31-05-2020
Cash & fixed interest 0-30% 3.9%
Property 0-30% 10.2%
Equities 40- 80% 57.8%
Alternatives 0-50% 28.1%

These exposures include the underlying asset allocations of the managed investments in the Portfolio.

More information

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