abrdn Australia Limited
CPI +3.5% Portfolio
The model portfolio will apply dynamic asset allocation to a diversified portfolio of traditional and alternative assets utilising both listed and unlisted investments. The portfolio does not target a particular asset allocation and may shift its investments quickly and significantly, based on valuations and expected returns, and may completely divest from a particular asset class. Portfolio volatility will be controlled through the use of dynamic asset allocation and effective diversification of assets.
Suitable for investors who:
Seek a medium return above inflation with a medium tolerance for risk;
Seek a portfolio diversified across a range of different asset classes;
Want a portfolio where the asset allocation is actively managed based on changes in market valuations.
Contact us today
Phone us on
(07) 3018 0400