This week on The Investment Series, we watch Maria Cook, an investor who is looking to build opportunity in her investment portfolio. We have provided you with a brief overview of opportunistic investments or growth investments as they are sometimes referred, and how they generally operate within a clients portfolio.
There are many types of growth opportunities available to investors. Growth opportunities are those that offer a source of long term capital growth, whilst additionally providing diversification to income/defensive assets, such as fixed income and cash.
Growth opportunities include asset classes such as listed equities in Australia and offshore, property, infrastructure and also investment products that combine a mix of growth assets to provide investors with a diversified exposure capital growth opportunities.
These types of assets form an integral part of most clients’ portfolios, irrespective of their objectives or risk profile. However, a clear understanding of the risk, return and liquidity profiles of each opportunity needs to be understood prior to investing.
Over the long term, growth investments are expected to deliver higher returns than income/defensive assets and are expected to increase in value by more than the rate of inflation.
