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 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.

More information

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