Otto 1890 ETF range of portfolios

Moderately Aggressive

he 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

Mod - High

Time Scale

5 Years

Why

Why should you invest in
this strategy?

To maximise long-term returns for this risk strategy, achieving a minimum of CPI + 6% 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.

FAQ's