One Answer Investment Portfolios

Our One Answer client base is largely  retired folk who are seeking a regular income stream from their invested capital.

 

The risk profile of these clients will almost always be conservative or moderate, and as such, it would be normal for these portfolio to be 75-80%  cash and fixed interest and 20-25% comprised of growth assets.

 

There are two examples given, which show the composition  and diversification of portfolios, and performance in the 12 months to March 2011.

 

An example of a cash account identifies the regular monthly amount of $2000 paid to the clients bank account and  the deduction of fees to the adviser.


Example 1

Valuation Report.pdf
Performance Report.pdf


Example 2

Valuation Report.pdf
Performance Report.pdf

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