The Fusion ProActive Planet 4 portfolio is a growth portfolio, comprised of a diversified selection of actively managed mutual funds, which satisfy the Fusion ESG section criteria. It is designed for investors, who would like to combine both systematic asset allocation and the expertise of active fund managers to take advantage of expert market timing and individual asset selection. Systematic allocation allows reasonable risks to be taken to achieve targets on strategical levels. Additionally, the prowess of active fund managers allows them to take advantage of market timing, individual asset selection and short-term market opportunities.
It is a medium-to-high risk portfolio suitable for investors, who are looking for long-term capital growth through equity dividends and market capital appreciation. The well-diversified portfolio of equities and bonds, with a tilt towards growth assets, aims to deliver long-term capital appreciation with moderate losses from significant market drawdowns.
Fusion ProActive Planet 4 is designed for investors with an investment horizon of 5 to 7 years, who seek both income and long-term capital growth through a well-diversified multi-asset portfolio.