Sterling Clime Balanced Portfolio
The Sterling/Clime Balanced Portfolio aims to provide a moderate level of income and moderate level of capital growth by investing in a majority of Australian equities and fixed income.
Suitable for investors who:
Require a diversified balanced portfolio;
Are seeking moderate growth over the investment timeframe with a moderate level of income;
Accept a moderate degree of volatility associated with a relatively higher exposure to growth assets;
Accept the risk of price fluctuations particularly over periods less than the minimum investment timeframe and that capital preservation is not guaranteed; and
Understand that withdrawals from this Portfolio may be delayed due to the fixed terms of maturity for some fixed interest investments such as term deposits
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