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Investment choices

partnervest Balanced

Investment Objective

To achieve returns that exceed the inflation rate (change in the CPI) by 2.25% per annum (before tax), on a rolling five year basis. 

 

Strategic Asset Allocation

balanced

 

Growth Asset Allocation

43.5%

Risk

Medium - High

Investment Timeframe

7 years plus

Learn more about this model

For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents.