The Balanced Strategic Model Portfolio is a combination of investment funds grouped together to achieve a specific balance of return and risk.
Designed to make it easier to achieve individual investment objectives, model portfolios blend asset classes, investment managers and investment strategies to achieve intelligent diversification.
Main features of the Balanced Strategic Portfolio:
INVESTMENT OBJECTIVE: INCOME + CAPITAL PRESERVATION
TARGET ANNUAL RETURN: 4-8 %
RISK-RETURN PROFILE: MEDIUM
ASSET CLASSES: 50% EQUITY, 50% FIXED INCOME
COMPOSITION: 3 ETFs + 3 ACTIVE FUNDS
Vast selection of bonds actively managed
Equally diversified between bonds and stocks
75% of investments pay periodical interest and dividends
High share of fixed income
Best for periods of decreasing interest rates.