The portfolio seeks to generate capital growth with moderate levels of year-to-year return variability. It is broadly diversified across different types of equity and at times will use fixed income securities.
This portfolio may be suitable for investors looking for the following criteria:
- A balanced portfolio with an emphasis on long-term capital appreciation
- A diversified mix of equity and fixed income securities
- A portfolio for investors willing to accept moderate risk and changes in value over the short-to-medium term
The chart below shows the target asset allocation of each asset class, as well as the typical trading ranges for the portfolio.