The investment objective of GLOBAL Portfolio 3 is to deliver long-term capital growth by investing in a range of global financial markets. The portfolio is typically comprised of lower and medium risk investments such as cash, bonds, and property, as well as higher risk investments such as equities and commodities.
GLOBAL Portfolio 3 is defensive and targets a risk profile of 3 on a scale from 1-10, which can be characterised as “low end of cautious to moderate risk”. The Portfolio targets annualised, long-term volatility in the range of 3.1% to 4.5%.
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