You wish capital growth over the medium to long-term and are wiiling to accept medium risk. You seek satisfactory returns and accept the pssibility of negative market fluctuations.
Sample portfolio composition and return
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5% Cash |
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50% Equities |
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45% Bonds |
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| Sample portfolio return (%)* |
| |
Cumulative |
Average annual |
| 15 years (31/12/03-31/12/18) |
71.86% |
3.68% |
| 10 years (31/12/08-31/12/18) |
64.52% |
3.37% |
| 5 years (31/12/13-31/12/18) |
14.67% |
0.92% |
|
*Return was calculated with an annual adjustment in the portfolio so that the initial allocation remained unchanged. The following indexes were used to calculate return:Barclays Benchmark Overnight EUR Cash Index, Bloomberg Barclays EuroAgg TR Index, S&P Global 100 Index.
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Balanced sample portfolios using Alpha Mutual Funds.
