medium term investments
- Equity 60%
- Bonds 20%
- Cash 10%
- Property 10%
- Equity 60%
- Bonds 20%
- Cash 10%
- Property 10%
INVESTMENT CHARACTERISTICS
As illustrated on the graph, medium risk multi-asset portfolios seek to deliver a successful investment experience over a period of five years and longer. There portfolios often have a benchmark or targeted return of inflation (CPI) plus 5% per annum over a rolling five year period.