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WEALTH GENERATOR
Global Multi-Asset High Equity
GLOBAL
PORTFOLIO DESCRIPTION:
To provide a high level of capital growth over the long term. High fluctuations in the value of the investments over the short term. The portfolio will be diversified across all major asset classes with a strong bias towards equities (maximum of 95%) and can invest in any foreign market.
INVESTOR PROFILE:
Suitable for investors with a minimum investment horizon of 5 year.
LAUNCH DATE:
January 2012
TIME HORIZON:
5 years
CURRENCY:
USD
RISK RATING:
9/10
TARGET RETURN:
US Inflation Rate +6%
BENCHMARK:
S&P Target Risk Aggressive Index
RISK PROFILE:
Flexible
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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