Before a client invests cash into the capital markets they must understand their goals, time horizon and ultimately their understanding and acceptance of volatility.
At the Capital Company, all clients complete an “Investor Risk Profile” which gives us a better understanding of your goals and knowledge of the capital markets.
This document allows us to expand on our method of investing and guiding clients through the Risk/Return model.
Expected Returns are governed by the portfolios exposure to the weighting of equities and property or cash and bonds. The exposure to these assets classes over time will determine your expected return. As will your portfolio currency.