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.