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.
At InterestGuru.sg, we believe that financial knowledge should be freely and easily available to everyone.
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.
Contact us should you require additional information and we will get back to you on your questions as soon as possible. In the meantime, stay updated with the latest promotions available as you seek to maximise your long-term financial returns.
