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Investment Objective

The objective of the MG Balanced Portfolio is to provide investors with both capital appreciation and sustainable income over a 5+ year period by investing in a combination of growth and defensive assets.

Designed for investors who;

  • Are seeking exposure to a broad portfolio of investments across the major asset classes.

  • Are prepared to accept a medium level of risk and volatility to achieve their goals.

  • Have a time horizon of over 5+ years.

Indicative number of Holdings

15 - 60

Recommended Minimum Investment

$20,000

Asset Allocation

As at 17 March 2023