MODEL PORTFOLIO BUSINESS



COUNTERPOINT FLEXIBLE MODEL PORTFOLIO
RISK PROFILE
High with a tollerance for periods of downside risk

OBJECTIVE
This is a flexible asset allocation portfolio which aims to achieve inflation beating returns in a risk efficient manner. The portfolio has flexibility to invest across asset classes, including offshore where it can hold more than the Regulation 28 limit of 25%. This additional flexibility provides a wider range of investment opportunities for the manager and is suited to investors who are not required to adhere to regulatory limits, or who require a moderate risk portfolio with a higher allocation offshore.

INVESTMENT OBJECTIVES
  1. Aims to achieve inflation plus 6% per annum over rolling 5 year periods
  2. Good risk adjusted returns
  3. Moderate risk profile
INVESTMENT GUIDELINES
  1. Not Regulation 28 Compliant
  2. Flexibility to invest offshore - approx 30-40% of total assets
  3. Moderate risk levels with the possibility of capital drawdown
  4. Currency volatility as a result of the offshore holdings
BENCHMARK
N/A


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