BALANCED MODEL PORTFOLIO - 31 MARCH 2020

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).