INFO

The OPTIMAL GROWTH strategy is suitable for the long-term goals of investors where a specific, more predictable outcome is required. The long-term investment horizon and the fact that the nature of the goal is either essential or aspirational means a higher level of risk can be taken to achieve a higher return. This means the capital invested could experience high levels of short-term volatility whilst having a high probability of at least protecting the capital against inflation over the investment horizon. The Optimal Growth strategy aims to provide an 80% probability of achieving a return higher than inflation and optimize the consistency in achieving a return of CPI + 5% over rolling 7-years. The risk of the strategy is actively managed with a secondary aim of managing the short-term volatility of capital within a specified risk budget which reduces the risk of an adverse outcome over the investment horizon. The exposure of this strategy to growth assets, i.e. equities, property and offshore equities, is limited to 65%.