PVI Conservative Portfolio
• In normal markets will target a 30% allocation to Equities and 70% allocation to Fixed Income.
• May tactically shift away from target allocation by 10% at recommendation of investment committee.
• Provides broad exposure to broad asset classes, sectors, styles and durations at conservative risk tolerance.
• Can be blended with other asset allocation models to optimize the risk exposure.
• Ideal for clients with shorter time horizons and risk averse.
PVI Moderate Portfolio
• In normal markets will target a 70% allocation to Equities and 30% allocation to Fixed Income.
• May tactically shift away from target allocation by 10% at recommendation of investment committee.
• Provides broad exposure to broad asset classes, sectors, styles and durations at moderate risk tolerance.
• Can be blended with other asset allocation models to optimize the risk exposure.
• Ideal for clients with intermediate time horizons and moderate willingness and ability to take risk.
PVI Growth Portfolio
• In normal markets will target a 85% allocation to Equities and 15% allocation to Fixed Income.
• May tactically shift away from target allocation by 10% at recommendation of investment committee.
• Provides broad exposure to broad asset classes, sectors, styles and durations at moderate risk tolerance
• Can be blended with other asset allocation models to optimize the risk exposure.
• Ideal for clients with longer time horizons and higher willingness and ability to take risk.