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Classic Investment Portfolios & Returns

We use nine classic model investment portfolios that are tailored to different levels of market risk exposure. Your circumstances, investment experience, risk and return objectives, and financial constraints change over time. Our regular review process will ensure that you hold the right portfolio to give you the highest probability of success in meeting your goals.

Our Portfolios

20% Growth / 80% Income Portfolio

Suitable for investors with a time horizon of at least 3 years before spending large amounts of their portfolio. This portfolio has a strong emphasis on capital preservation and should be suitable for investors who are able to accept a low amount of volatility.

30% Growth / 70% Income Portfolio

Suitable for investors with a time horizon of at least 4 years before spending large amounts of their portfolio. This portfolio is acceptable for those seeking a lower degree of volatility and has an emphasis on capital preservation.

40% Growth / 60% Income Portfolio

Suitable for investors with a time horizon of at least 5 years before spending large amounts of their portfolio. This portfolio targets a small amount of real portfolio growth and should suit investors able to accept moderate volatility.

50% Growth / 50% Income Portfolio

Suitable for investors with a time horizon of at least 6 years before spending large amounts of their portfolio. This portfolio is acceptable for those seeking a moderate degree of volatility in order to achieve moderate portfolio growth.

60% Growth / 40% Income Portfolio

A 60/40 portfolio is considered suitable for investors with a time horizon of at least 7 years before spending a large proportion of their portfolio. This portfolio is tilted towards achieveing portfolio growth and is suitable for investors willing to accept a higher than average level of volatility.

70% Growth / 30% Income Portfolio

A 70/30 portfolio is considered suitable for investors with a time horizon of at least 9 years before seeking to spend a large proportion of their portfolio. This portfolio targets above average growth and should suit investors comfortable accepting a higher than average level of volatility.

80% Growth / 20% Income Portfolio

Suitable for investors with a time horizon of at least 10 years before spending large amounts of their portfolio. This portfolio is appropriate for those seeking a higher degree of volatility in order to achieve higher portfolio growth.

90% Growth / 10% Income Portfolio

98% Growth / 2% Income Portfolio

A 98/2 portfolio is considered suitable for investors with an investment time horizon of at least 15 years before seeking to spend large amounts of their portfolio. This portfolio is targeting the highest available portfolio growth and should suit investors comfortable accepting the highest amount of volatility