Individual Assets - Assets Brokers

Income orientated portfolio
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This conservative portfolio has an approx. 20:80 ratio of stocks to bonds. Our investment goal is to achieve real growth with only low levels of fluctuation in value. The investment period should be at least 3-4 years or longer. Mainly bonds and money market investments, with a low proportion of stocks)

Balanced portfolio
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This portfolio has an approx. 50:50 balance between stocks and bonds. The aim is to achieve an increased rate of return medium term. Since this portfolio may be subject to major fluctuations in value: the investment period here should be 4-5 years or longer. (Equal balance between stocks and bonds/money market)

Growth portfolio
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This growth portfolio has a stocks/bonds split of approx. 80:20 and can be subject to substantial value fluctuations. It should be possible to achieve a significant profit over an investment period of 6-7 years or longer.
(Strong leaning towards stocks, supplemented by investments in bonds and money market instruments)