Balanced Growth

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Balanced

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The objective of this multi asset portfolio is to provide investors with moderate capital growth through a managed exposure across equities, bonds, cash and offshore investments. The portfolio aims to generate a return of CPI+4% p.a. over any rolling 5-year period and is suitable for moderate risk investors as it is limited to a maximum of 60% exposure to equities. The portfolio adheres to the guidelines set by Regulation 28.

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Contact Details
Dalebrook Capital

Riesling House, The Vineyards Office Estate, 99 Jip De Jager Dr, De Bron, Cape Town, 7530

Phone: +27 21 205 3636