GUARDED GROWTH | Model Portfolio
This strategy is suitable for the medium-term goals of private investors where a specific, more predictable outcome is required. The private investor requires a high probability of achieving a specific capital amount at the end of a 5 to 7-year investment horizon. The risk capacity for this goal and the medium-term investment horizon means the private investor is willing to tolerate more short-term volatility in an effort to achieve a higher return and capital amount at the end of the investment horizon.
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