Global Equity Balanced portfolio

  • Asset allocation focused
  • Geographical diversification
  • Allocation split 50% investment graded fixed income 50% blue chips

    • This is one of our most popular portfolios and is suitable for the moderate investor. This portfolio gained good ground in 2009 making 17% after all costs by year end. We were very cautious early in the year and were heavy on bonds. However as the year went on we started our strategic allocation in to the stocks that we employ. This portfolio is already showing good form into 2012………..

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