1–5 years time horizon
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What is LOW VOLATILITY?
The purpose of this SMA is to provide a cash+ return for portfolio holdings not needed by investors within the next 12 months, and with a timeframe of up to 5 years. The portfolio is asset allocation benchmark unaware, and is designed to be low volatility. It may hold up to 50% in cash or equivalents.
6–14 years income
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What is MID TERM INCOME?
This SMA is designed to provide above average portfolio income and moderate capital growth over the medium term. It’s best used in a Sequencing Risk management scenario, where funds needed for future drawdowns are initially from cash and the Territory Low Volatility SMA. This portfolio is designed to provide income to top-up cash and should have a minimum holding period of 5 years.
15+ years time horizon
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What is LONG TERM?
A Long Term SMA aims at providing above-average capital growth over the long term. This portfolio is best used in a Sequencing Risk management scenario, where funds required for future drawdowns are initially from cash and the Territory Low Volatility and Mid Term Income SMAs. It’s designed to provide long term capital growth for accumulators, or the later years of investors in the drawdown phase.