Balanced Model Portfolio - 30 September 2018

Investment Notes

The Balanced Model Portfolio aims to achieve long term investment returns from a combination of lower risk and lower volatility assets (e.g. cash and/or bonds) and higher risk and higher volatility assets (e.g. real assets and company shares). The other available model portfolios are Conservative (lower risk/potential return), Moderately Adventurous, Adventurous and Highly Adventurous (higher risk/potential return).

Click here to view the Balanced Model Portfolio factsheet.