What annual rate of income do you require from your investment? (i.e How much income do you wish to withdraw from your investment on an annual basis?)
The aim of this assessment is to ensure that you are able to assume an appropriate level of risk in order to achieve your investment objectives We navigate this risk/reward relationship through the use of asset allocation which entails increasing or decreasing exposure to certain asset classes, which may at times include bonds, cash and other assets, but as our core mandate is to invest into equity only, listed and/or unlisted equities, to increase or decrease the risk/reward relationship.