What is a conservative investment style?
To invest in this style, you will likely have a low tolerance for losses and risks and are investing for the short-term.
Generally, conservative investments are well-suited to cash, bonds, and fixed interest investments.
Suitable to help achieve financial goals such as:
- Saving for travel
- Buying a car
- Paying for a wedding
- Deposit on a house
- Build an emergency fund
Designed for investors with an investment timeframe of up to three years.
Typically, the asset allocation for a conservative portfolio would consist of 80% defensive assets (cash, bonds, fixed interest) and 20% growth assets (infrastructure, listed property, shares).
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Products suitable for this investment style
A Wealth specialist can help guide you. Make an enquiry today.
Where do I start?
Investing can help you reach your financial goals sooner but can be overwhelming sometimes. We’re here to help simplify the process and help you get started.
Asset classes explained
Asset classes refer to the different categories that investments with similar features can be grouped into. Becoming familiar with asset classes can help you to further understand what to expect from the various investment options available to you.
Risk vs return
Investing can be a great way to grow your money and reach your financial goals. However, it’s important to understand that all investments carry a degree of risk. So, how can you balance risk vs return?
Things you should know
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