Global Balanced Strategy
Global Balanced Strategy
The Global Balanced Strategy is a moderate risk portfolio designed to provide a combination of capital growth and wealth protection, without full equity market volatility.
This is a multi-asset portfolio with exposure to equities reflecting the Global Equity strategy as far as possible and fixed income assets accessed either via collective investment schemes or exchange traded funds.
Investments will be balanced between a moderate weighting to growth assets and a similar weighting to stable investments such as sovereign and high quality corporate fixed income assets.
The portfolio is suitable for investors:
- seeking to invest for up to 5 years in order to preserve and grow their capital
- who are prepared to tolerate moderate to high risk in their portfolios
- who can tolerate moderate fluctuations in the capital value of their investment
- who are unlikely to need access to their capital over the investment period
How to Invest
The Global Balanced strategy is available as a segregated portfolio in US dollars or Sterling with an initial investment sum of £750,000 or USD equivalent via your selected custodian or investment platform.
