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BALANCED GROWTH
Global Multi-Asset Medium Equity
GLOBAL
PORTFOLIO DESCRIPTION:
To provide a reasonable level of capital growth over the medium term. Moderate fluctuations in the value of investments over the short term are likely. The portfolio is diversified across all major asset classes with an average exposure to equities (maximim 60%).
INVESTOR PROFILE:
Suitable for investors with a minimum investment horizon of 3 year.
TARGET RETURN:
US Inflation Rate +4%
BENCHMARK:
S&P Target Risk Moderate Index
LAUNCH DATE:
January 2012
TIME HORIZON:
3 year
CURRENCY:
USD
RISK RATING:
5/10
RISK PROFILE:
Balanced
DISTRIBUTION:
Quarterly
ASSET CLASS ALLOCATION
PERFORMANCE & RISK
TOP 10 HOLDINGS %
ASSET ALLOCATION
ANNUAL PERFORMANCE
READY TO INVEST?
Balamory is reinventing the industry by making managed portfolios more accessible than ever before.
If you already have an online investment account, simply opt-in for a managed account and be invest in real time*.
Or simply complete the questionnaire to follow and we will contact you.
*A risk profile questionnaire must be completed prior to investing for the first time and can be done online. This typically takes 5-10 minutes.
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