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Capital Appreciation Strategies

Growth & Appreciation: Typically between 60%-100% is invested in equity funds. optionally between 0%- 40% in bond Funds. The objective of this strategy is capital appreciation.  Bond funds diversify, reduce volatility, provide income for reinvestment. The Investment time frame is at least 7 years.  This strategy has a full market volatility.  The emphasis is on growth.

Aggressive Growth: Typically 100% of this strategy is invested through equity funds. However, up to 15% could be invested in bond funds. The time frame for investment is at least 10 years. This strategy has the highest Risk and the highest expected return.  The emphasis is above-average returns.

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