Our Newest Portfolio is Getting Aggressive

25 Apr 2023

LifeGoals is excited to unveil our newest portfolio offering, the LifeGoals Aggressive ESG Portfolio*. This portfolio is specifically designed for investors seeking a higher potential for returns, with a higher degree of risk. At LifeGoals, we understand that every investor has unique financial goals and risk tolerance, which is why we offer a variety of portfolio options to suit their needs.

Our Aggressive ESG Portfolio is composed of 80% equities, providing exposure to a diversified mix of global equities across various sectors and geographies, with favourable environmental, social, and governance (ESG) characteristics. By holding a majority of equities in the portfolio, clients have the potential to attain superior returns compared to other asset classes. To diversify risk, the remaining 20% of the portfolio is allocated to fixed income, cash, and gold. Fixed income securities can provide a predictable stream of income and act as a buffer during market downturns. Cash and gold can also serve as a hedge against inflation and geopolitical uncertainty.

The LifeGoals Aggressive ESG Portfolio is designed to be continually rebalanced, ensuring that investments remain in line with a client’s risk tolerance and long-term goals. This approach can help mitigate potential losses during market downturns and capture opportunities during market upswings.

At LifeGoals, we believe that successful investing requires a disciplined approach, rigorous research, and a long-term perspective. Our investment professionals have the expertise and experience necessary to help clients achieve their financial goals while minimizing risks. With our robo-advisor platform, investing has never been more accessible, low-cost, and flexible.

Want to see the breakdown of the portfolio? Check out the portfolio performance.

* These higher risk strategies are not compatible with the IPS for the LifeGoals Multi-Employer Provident Fund and are thus not available to provident fund members.

RISK WARNING — With any investment, your capital is at risk. Depending on the risk that you choose to take, the value of your portfolio with LifeGoals Financial Services Limited can go down as well as up and you may get back less than you invest. Risk is an unavoidable component of investing. Past performance is no guarantee of future results nor is it necessarily indicative of future performance. If you are in doubt about whether an investment is suitable for you, please contact us.