Model Portfolios & Investment Objectives
Safety
The Safety Portfolio is designed to preserve capital and maintain value over a one to two year period.
Income
The Income Portfolio is designed to generate current income with a moderate level of risk. The portfolio has approximately 25% exposure to equities (primarily dividend paying stocks) and high quality bonds.
Growth
Growth Portfolios are designed to provide growth of capital over a medium to long term. There are three growth portfolios with three levels of risk: Low, Balanced, Long Term.
Investors can select the level of growth/risk appropriate for their objectives.
1. Low Volatility Growth with ~35% equity exposure.
2. Balanced Growth with ~ 50% equity exposure.
3. Long Term Growth with ~ 65% equity exposure.
