top of page
GLOBAL PROTECTOR
Global Multi-Asset Low Equity
PORTFOLIO DESCRIPTION:
To provide stable income and a high level of capital stability.
The probability of capital loss over the medium to long term is low. The portfolio consists primarily of income orientated assets with a below average exposure to equities (maximum 40%).
INVESTOR PROFILE:
Suitable for investors with a minimum investment horizon of 3 year.
TARGET RETURN:
US Inflation Rate +3%
BENCHMARK:
S&P Target Risk Conservative Index
LAUNCH DATE:
January 2012
TIME HORIZON:
3 year
CURRENCY:
USD
RISK RATING:
3-4/10
RISK PROFILE:
Prudent
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.
bottom of page