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Moderate

Similar to the Conservative Portfolio, the Moderate portfolio is still essentially a defensive portfolio concentrating on wealth preservation for clients, in keeping with clients’ capacity for loss; still both crucial factors with this level of Attitude to Risk. A high weighting to the Athena UCITS of 70% gives exposure to a low volatility fund focussed on Fixed Income and an equity exposure not exceeding 40%.  There is however, some exposure to growth instruments through increased allocation to the Fortuna SICAV of 30%. The portfolio is designed to minimise short term volatility and provide exposure to a diverse range of assets. The portfolio is 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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