The balanced model aims to achieve long-term growth and preservation of the investment while taking moderate risk.
This type of portfolio is suitable for investors seeking a balance between income generation and a moderate level of risk. The allocation of stocks and bonds is in line with the investment objective, seeking to combine different asset classes.
The balanced model is a simulated portfolio composed of fixed income instruments such as bonds, combined with stocks, as well as alternative investments, including oil and various types of metals. This approach ensures diversification and provides opportunities for investment in multiple asset types within the portfolio.
Exposure to fixed income instruments (e.g. bonds) and alternative investments (e.g. metals and oil) is primarily formed by investing in exchange-traded funds based on the relevant asset types.