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Robertsons & Crawford Ltd

 

Balanced Portfolio

 

Our Balanced Portfolio aims to achieve returns greater than the sector average over a 5 year period.

At Robertsons & Crawford we base risk on a score of One to Ten with One being no risk and Ten being High Risk.

 

Our model portfolios are designed to provide risk related to your personal attitude to risk ensuring growth in line with the amount of risk you are prepared to take with your funds to ensure a reasonable return.

 

Our portfolios are built on four pillars: Asset Class, Sector, Geography & Currency. The asset allocation provides the required level of risk and the spread of these assets over different sectors, geographies & currencies reduces volatility and maximizes growth prospects.

Past Performance is no guarantee of future performance and you may get back less than you invest.

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