A growth and capital appreciation portfolio aims to maximise long-term financial returns at the cost of higher overall portfolio volatility. A higher concentration of investment funds will be held in equities and growth-focused asset classes.
Due to the nature and investment objectives of a growth and capital appreciation portfolio, income and dividend payout may or may not be available. Price and valuation swings would mean the investors may be required to hold on to the investment portfolio during a market downturn.
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Such a portfolio may not be suitable for those seeking regular or a consistent stream of income. Instead look into an Income and Dividend Portfolio which aims to provide investors with a regular payout. Alternatively, look into a Balanced Portfolio which may include a dividend payout at the cost of lower potential capital growth.
The sections below looks into Unit Trust Funds focusing on growth and capital appreciation as a primary investment objective.
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