The portfolio seeks to generate current income while preserving capital. It is designed to provide modest potential for growth of capital over time with limited variability of return from year to year.
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
- An investment that generates income
The chart below shows the target asset allocation of each asset class, as well as the typical trading ranges for the portfolio.