Asset Allocation

This Portfolio aims to preserve and grow your wealth relative to the cost of living, with a low risk of capital loss, over an investment horizon of at least three years.

Asset class	Allocation range	Actual allocations as at 31-01-2020
Cash & fixed interest	0-40%	18.8%
Property	0-30%	11.4%
Equities	10- 50%	29.7%
Alternatives	10-60%	40.1%

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

More information

Click here to request more information about the Portfolio or send an email to admin@profileservices.com.au