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 31-05-2020
Cash & fixed interest 0-40% 24.7%
Property 0-30% 10.9%
Equities 10- 50% 30.0%
Alternatives 10-60% 34.4%

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

More information

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