Published Portfolios
Five strategic portfolio mixes for different client objectives.
Each published portfolio page shows the asset allocation, expected outcomes, stress scenario results, and an optional secondary JPM proxy comparison.
Portfolio Range
The sequence moves from stronger capital stability toward greater long-term growth exposure.
Conservative
A defensive portfolio mix with a stronger focus on capital stability and income resilience.
Expected return
5.0%
Expected risk
6.5%
CPI+
1.8%
Moderate
A balanced defensive-to-growth mix for clients seeking measured long-term progress.
Expected return
5.5%
Expected risk
7.4%
CPI+
2.3%
Balanced
An even-handed strategic allocation for clients who need both growth potential and diversification support.
Expected return
6.0%
Expected risk
8.4%
CPI+
2.7%
Growth
A higher-growth portfolio mix for clients with stronger return objectives and longer time horizons.
Expected return
6.5%
Expected risk
9.8%
CPI+
3.2%
High Growth
A growth-led portfolio mix intended for clients with long horizons and greater tolerance for variability.
Expected return
6.9%
Expected risk
11.1%
CPI+
3.6%