Investing wholly in a portfolio of global stockmarket investments is not for the faint hearted. But for those who are experienced investors quite happy with high volatility our Adventure Portfolio will appeal
The portfolio consists of 8 top-flight equity managers mixing both domestic and overseas investments.
During 2009, this portfolio produced positive growth in eight out of twelve months. Its worst month was February, where the portfolio was down by 6.2%. Its best month was April, where it produced 8.4%. For the 2009 calendar year the portfolio produced a total of 25.3%.
We expect this portfolio to be volatile and to be wholly dependent on economic stability and healthy stockmarket results. Returns are not expected to be consistent, but to change wildly depending on underlying investment conditions.
It would not be uncommon for an adventurous investor to allocate a small amount of their overall wealth to a portfolio of this nature
Click here for more information
No comments:
Post a Comment