EIG carefully structures its cautious approach to deliver limited capital growth with an emphasis on wealth protection. Our portfolio research and analysis committee understands the importance of securing ones wealth through retirement. Each cautious strategy is designed to return an estimated 3-5% with the ultimate aim in outperforming inflation.
For those clients who are uncomfortable putting asset values at risk, accept limited growth opportunity, prefer nothing other than slight fluctuations and are likely to require income from your plan immediately or within 0-3 years, the cautious approach should be selected.
EIG’s portfolio asset allocation in accordance to the Cautious approach is as follows: