Why invest in moderate portfolio?
The moderate portfolio is designed for investors who seek higher returns than the market in the medium-long term, but who are only willing to admit lower levels of volatility in the portfolio over that period of time.
- It is structured for conservative or moderate clients.
- In the past it has had less volatility than the other two, but also less in the way of return.
- The fixed income portfolio is different in that it cannot invest in equities, while the moderate, balanced and determined portfolios can.
- This portfolio invests mainly in fixed income instruments, and has an established maximum investment in equities of 33%. Although the percentage of investment in equities since its launch has been around 10%.
- The vehicle to invest in this portfolio is the Moderate Sicav Portfolio
Past performance of the Fixed Income Sicav portfolio
The graph shows the moderate portfolio's performance compared to that of the balanced and determined portfolios. In the past it has had less volatility than the other two, but also less in the way of return.