Providing the best balance between risk and return
The sample portfolios are designed to offer an optimal mix of diversification and a level of investment at close to $500,000 that is open to most investors, whilst still providing the best balance between risk and return.
We combine a mix of investment grade and sub investment grade bonds to generate the return, in conjunction with differing security types.
- Fixed Rate Bonds pay the same coupon amount throughout the life of the bonds, allowing you to predict cash flow.
- Floating Rate Bonds move with the market interest rate and increase your return when rates rise.
- Inflation Linked Bonds allow you to protect against rising inflation.
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