The portfolio seeks to generate long-term capital growth, with fixed income investments used at times to dampen expected variability. It is broadly diversified across different types of equity and fixed income securities.
This portfolio may be suitable for investors looking for the following criteria:
- A diversified, balanced portfolio of fixed income and equity securities
- A portfolio for investors willing to accept a low-to-moderate risk
- A medium-term investment
The chart below shows the target asset allocation of each asset class, as well as the typical trading ranges for the portfolio.