Portfolio commenced 1st June 2011
Objective:
To substantially outperform cash whilst aiming to reduce downside risk. Please note that whilst we aim to achieve positive returns over three-year rolling periods, there is no guarantee that such a return will be achieved over this or any other period.
Strategy:
Actively managed and may be all equity, all bonds or all cash. It normally invests in a wide range of ETFs to gain significant diversification and exceptional liquidity at very low cost.
Asset allocation
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Bonds 72.2%
Equities 27.4%
Cash 0.3%