At a glance
- want a portfolio that invests in growth assets, primarily shares
- want to rely largely on the market for returns
- want long-term capital growth, and
- understand that there can be very large fluctuations in the value of your investment.
The portfolio aims to provide a return higher than its benchmark (before fees and tax) over 5 year periods.
It aims to achieve this return while keeping volatility (movements up and down in value) at levels similar to the benchmark.