CONNECT - Balanced Risk Strategy
To maximise growth through investment in a diversified portfolio of assets and markets, but with some volatility of returns.
How is this achieved?
This Strategy invests in a broad range of asset classes including global equities, global bonds, commodities and derivatives with the aim of providing higher long-term returns. It aims to be less volatile over time than strategies with a high equity content. Some of the underlying Funds use an ESG (Environmental, Social & Governance) methodology in their investment approach.
What does this mean?
Your Retirement Pot is exposed to the ups and downs of the markets. Returns are generated from a wide variety of assets thereby lowering the risks of investing in any single asset type. This is expected to deliver less volatile returns over time when compared to a strategy fully invested in equities.
This Strategy may be suitable for you if
You are looking to achieve long-term growth in excess of inflation and are willing to accept market volatility.
The disadvantages this Strategy may have
Your Retirement Pot will be vulnerable to market movements and may fall as a result. This Strategy may not be suitable if you are close to retirement and you do not wish to see any fall in value of your Retirement Pot.