Financial Choice Model Portfolios

Asset Allocation and performance

We have developed the following portfolios to give investors a choice of five basic portfolios that can be marched against their individual preference.
These portfolios start with a sound basic asset allocation and provide active quarterly tactical overweights or underweights based on advice from our global asset consultants.

To find out more, download the investment model that interest you.

  • Conservative – 70% Defensive
  • Moderate – 60% Defensive
  • Balanced – 50% Defensive
  • Balanced Growth – 30% Defensive
  • Growth – 15% Defensive