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GLOBAL SAFEGUARD
Global Multi-Asset Low Equity
Home > Complete Portfolio Range & Fact Sheets > Global Safeguard
PORTFOLIO DESCRIPTION:
To provide a high level of income over the short term. The preservation of capital is of primary importance. The portfolio consist primarily of income orientated assets with limited exposure to equities (maximim 20%).
INVESTOR PROFILE:
Suitable for investors with a minimum investment horizon of 1 year.
TARGET RETURN:
US Inflation Rate +2%
BENCHMARK:
S&P Target Risk Conservative Index
LAUNCH DATE:
January 2012
TIME HORIZON:
1 year
CURRENCY:
USD
RISK RATING:
2/10
RISK PROFILE:
Income
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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