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Our portfolios spread the risk across different asset classes constantly blending investments to meet the optimum balance between risk and return. Our Portfolios are designed to provide an investment strategy to cater for the needs of a broad spectrum of investors who have clear, measurable and attainable goals, and who seek to avoid exposure to unnecessary risks.
We have created a range of model portfolios comprised of a blend of collective investment funds, each with a clearly defined objective and level of risk so that you and your financial planner can select the portfolio most suited to your personal needs and objectives.
We take care to ensure each model portfolio is managed appropriately. We never achieve returns by taking unnecessary risks and would rather miss a potential opportunity than risk unacceptable losses. We create diversified portfolios designed to provide clients with consistently strong risk-adjusted returns that meet or exceed their expectations.
Our focus is always the prosperity and well-being of our clients.
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This ensures that you can select the portfolio most suited to your personal needs and objectives. The investment objective of the Parallel Conservative Growth Portfolio is to achieve capital growth over the medium term 5 years plus. The Portfolio offers exposure to a range of collective investments providing diversity across regions and asset classes. The investment objective of the Parallel Cautious Growth Portfolio is to achieve capital growth over the medium term 5 years plus.
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