Otto 1890 ETF range of portfolios
Conservative
Otto 1890 ETF range of portfolios
Conservative
The philosophy behind the SWIP range of ETF Portfolios is seeking to reward investors for their given level of risk appetite across five categories (from Conservative to Aggressive).
We do this by diversifying the investment accordingly across asset classes and geographies through exposure to mainly Exchange Traded Funds.
Risk Rating
Low
Time Scale
1 - 3 Years
Why
Why should you invest in
this strategy?
Why
Why should you invest in
this strategy?
To achieve the benchmark return while maintaining an overall market position that is defensive. The benchmark is CPI + 3% over a 3 year rolling basis. Optimal asset allocation is determined using sophisticated loss aversion statistical modelling.
Watch the video below to learn more about this investment strategy.