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 28-02-2021
Cash & fixed interest 0-40% 28.1%
Property 0-30% 10.1%
Equities 10- 50% 29.8%
Alternatives 10-60% 32.0%

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

More information

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