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10 Mar 2021
Founder at thefrugalstudent.com
The main points of consideration for Equity100 vs Core would be 1) risk appetite and 2) goals.
Since Equity100 is a 100% equity portfolio, the risk involved is considerably large. This means a lot of portfolio volatility. If you can't tolerate seeing your portfolio shoot up 1 day only to plummet again the following, then this isn't for you. On the other hand, Core offers a range of portfolios that cater to different risk appetites (low, medium, high). But even the highest risk portfolio, Core Growth, will not see as much volatility as Equity100 due to the fact that there are bonds and gold in the portfolio.
Equity100 is a portfolio designed to maximise long-term growth due to its full exposure to equity. So if your goal is long-term wealth accumulation, and you have a high risk appetite, Equity100 would be suitable for you. Otherwise, if your risk appetite isn't very high but your goal is still to build wealth over the years, you may want to consider Core Growth instead. Core Balanced would be better if your risk appetite is medium, and you don't mind lower returns in order to have that peace of mind while investing.
All 3 portfolios in question would be good options to diversify your portfolio in addition to REIT+. This is because the holdings of each portfolio are quite different than REITs. So if diversification is your goal, you won't go wrong with either of the 3. Depending on your risk appetite and investment goals, you can pick the one most suitable for you.
Hope this helps!
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