Model Portfolio
Moderate
Designed to balance capital stability with a moderate growth allocation, suitable for clients who can accept some variability for improved medium-term outcomes.
Portfolio Metrics
These summary figures come from the Macquarie portfolio-level metrics and are the primary adviser-facing reference points for this portfolio.
Expected return
7.1%
Expected risk
7.0%
Growth / Defensive
51% / 49%
CPI+
4.6%
Minimum horizon
5 years
Modelled assumptions
Modelled from the Macquarie assumption set with the base correlations overlay on a default basis.
Expected return
7.1%
Expected risk
7.0%
CPI+
4.6%
Liquid
68.0%
Illiquid
32.0%
Liquidity status
Elevated illiquidity
Illiquid assets may have periodic liquidity windows, but access is not guaranteed and may be subject to notice periods, withdrawal limits, gates, asset sales, manager discretion or market conditions.
Base correlations.
Portfolio asset allocation
100.0%
Liquidity profile
Elevated illiquidity
Liquid
68.0%
Illiquid
32.0%
Illiquid assets may have periodic liquidity windows, but access is not guaranteed and may be subject to notice periods, withdrawal limits, gates, asset sales, manager discretion or market conditions.
Illustrative Drawdowns in Stress Scenarios
Estimated portfolio outcomes under selected historical and macro stress scenarios. Negative values indicate downside.
Returns show portfolio impact under each scenario. Historical scenarios use uploaded monthly return history where coverage is available; otherwise modelled asset-class shocks are applied. Forward-looking scenarios are fully modelled.