Moderate Growth

  • Real Estate
  • Cash
  • Fixed Income ( Bonds )
  • Equity ( Stocks )
  • Alternatives

Objective

  • You want to invest in a broad spread of quality investments, but predominantly in growth assets to achieve higher growth.
  • You understand that investment markets can and will fluctuate and that different market sectors offer different levels of risks, income and growth.
  • Your investment time horizon is for the long-term, 5 years or more.
  • When you think of the term risk, you think it means ‘opportunity’.
  • When you make a financial decision, you usually focus on the possible gains.
  • You are a high risk taker and can accept higher levels of investment risks.
  • You are seeking to achieve a reasonably high rate of growth on the capital invested.

Investment strategy and timeframe

  • Historically, the probability of a negative return in any one year is 25%.
  • Recommended investment timeframe is 5 years plus.
  • Investment returns over the long-term aim to be Inflation plus 4-5% pa.
  • This investment portfolio is made up of around 30% defensive assets and 70% growth assets.
Liquid 75 Pct.