By blending active & passive (index) funds we can strike the right balance between capturing the market return and giving portfolios the chance to outperform.
1 November 2024
Factsheet: Blended World – Cautious
This portfolio maintains a bias towards lower volatility investments with equity holdings limited to 50%. It focuses on capital protection with a moderate participation in equity market growth, and aims to reduce investment risk by diversifying across regions and asset classes.