BALANCED MODEL PORTFOLIO FACTSHEET - 30 SEPTEMBER 2023

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 Moderately Adventurous, Adventurous, Highly Adventurous and Company Shares (higher risk/potential return).

 

Press here to view the Balanced Model Portfolio factsheet.