The portfolio seeks to generate long-term capital growth. At times, fixed income investments are used to dampen expected variability.
This portfolio may be suitable for investors looking for the following criteria:
- Capital appreciation over the long term
- A diversified mix of equity and fixed income securities
- A portfolio for investors willing to accept moderate risk and changes in value over the short-to-medium term
The chart below shows the target asset allocation of each asset class, as well as the typical trading ranges for the portfolio.