This investment portfolio tends to be favoured by those investing for the longer term, which are most commonly pension investors. It is diverse in its approach, holding property, hedge fund strategies, equity investments and corporate bonds.
During 2009, this portfolio produced positive growth in eight out of twelve months. Its worst month was February, where the portfolio was down by 2.3%. Its best month was April, where it produced 6.1%. For the 2009 calendar year the portfolio produced a total of 21.4%.
We expect this portfolio to produce positive and consistent growth in normal investment conditions, but equally it will behave less defensively during downward movements in global stockmarkets. We would not generally recommend this portfolio for investors seeking an income. Over a period of five years we would expect the investment to produce significantly more than a bank or building society account in normal market conditions, but investors must be prepared for higher losses during periods of stockmarket decline.
Over the longer term (7-10 years), we would expect this portfolio to produce higher results than the cautious and absolute return portfolios, which is why our balanced approach tends to appeal to pension investors.
Click here for more information
No comments:
Post a Comment