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GROWTH CREATOR
Global Multi-Asset High Equity
GLOBAL
PORTFOLIO DESCRIPTION:
To provide high level of capital growth over the long term. High fluctuations in the value of investments over the short term are likely. The portfolio is diversified across all major asset classes with a bias towards equities (maximum 75%).
INVESTOR PROFILE:
Suitable for investors with a minimum investment horizon of 5 year.
TARGET RETURN:
US Inflation Rate +5%
BENCHMARK:
S&P Target Risk Growth Index
LAUNCH DATE:
January 2012
TIME HORIZON:
5 years
CURRENCY:
USD
RISK RATING:
7/10
RISK PROFILE:
Growth
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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