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Balanced

The balanced portfolio switches around the allocations to both funds in line with this level of Attitude to Risk. The defensive position of the Athena UCITS is retained at a level of 34% of the portfolio, but the added allocation to the Fortuna SICAV-SIF introduces more capital appreciation into the portfolio. The allocation to the Flagship fund Valisa Capital Markets, ensures uncorrelated capital growth opportunities, alongside additional diversifiers such as private equity and convertible notes. The volatility of the portfolio is increased from conservative and moderate and the portfolio remains 30 day liquid, although it is predominantly designed for clients with a 3-5 year time horizon.

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Address

Capital Platform Group, 49 Grosvenor Street, Mayfair, London, W1K 3HP

Contact Number

0203 355 0570

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