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What is in the Conservative portfolio?

Asset allocation and risk profile for the Conservative investment option.

Written by Royden Greaves

The Conservative portfolio prioritises capital preservation through a globally diversified mix of equities, bonds, and alternatives.

Example allocation: Fixed Interest 50%, Equities 35%, Alternatives 7.5%, Cash 7.5%.

Designed for investors with a short to medium-term horizon (3+ years) who want lower volatility.


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