Risk Profile – High Growth Investor

Understanding Your Growth Risk Profile and Growth Portfolio Asset Allocation

Q: Who should consider a High Growth Portfolio?

A high growth portfolio suits investors with a high growth risk profile—those comfortable with short-term fluctuations in exchange for potentially higher long-term gains.

Q: How does asset allocation impact my High Growth Investment?

Your growth portfolio asset allocation directly affects your investment’s performance. A well-diversified strategy ensures that your high growth investment remains aligned with your financial goals and risk tolerance.

Q: What are High Growth Return Investments?

High growth return investments focus on long-term capital appreciation rather than immediate income. They may include shares, international equities, and managed growth funds designed for aggressive investors with a high growth risk profile.

Q: What’s the difference between a Growth Portfolio and a High Growth Portfolio?

A growth portfolio focuses on moderate to high returns with balanced risk, while a high growth portfolio aims for maximum capital growth and higher potential returns, suited for investors with a high growth risk profile.

Q: Is a High Growth Portfolio suitable for long-term goals?

Yes. A high growth portfolio is ideal for long-term investors who can withstand short-term market volatility in pursuit of high growth return investments and strong capital appreciation over time.

The investment objective of a High Growth investor is to focus on long term growth above all considerations. A High Growth portfolio looks to invest up to 100% in growth assets (eg equities and property).

This portfolio suits investors who are willing to accept very high levels of investment value volatility to maximise potential investment performance. The 100% exposure to growth assets means that capital stability is not a consideration.

Such a growth portfolio asset allocation is suitable for investors with a long term investment time frame. It is important to note that the value of your capital can move up and down over time, particularly in shorter time spans. Hence these investments should be considered with a minimum time frame of 7 years.

Leading Advice is a trusted Financial Planner in Sydney, helping individuals and families make informed financial decisions. Our experienced Financial Advisor team supports clients with tailored plans for retirement, family goals, and long-term financial security.

Screen-Shot-2017-03-02-at-11.16.37-AM.png

Investment objectives – High Growth
Minimum investment period	7 years
Returns
Forecast average annual return over 10 years	7.6%
Risk
Probability of a negative return over a single year	21.5%
Expected negative years out of 20	4.3
Forecast rate of returns
1 year	-10.2% to 31.1%
5 years (per annum)	-0.9% to 15.8%
10 years (per annum)	1.5% to 13.2%
20 years (per annum)	4.2% to 12.1%

Asset allocation – High Growth	Target %	Minimum %	Maximum %
Defensive Fixed Income	0	0	10
Defensive Alternatives	0	0	10
Cash	0	0	10
Total defensive	0	0	10
Australian Equities	40	25	65
Global Equities	40	25	65
Property & Infrastructure	10	0	30
Growth Alternatives	10	0	30
Total growth	100	90	100

Featured on

Meet Our Financial Planners

Our team includes certified wealth managers, accredited financial advisors, and licensed financial consultants, all committed to giving you unbiased, expert advice.

Katrina Haskew

Senior Financial Adviser

Katrina is the driving force behind Leading Advice, with years of experience, a passion for educating clients, strong leadership skills, all combined with a genuine desire to help achieve the best results.

Gerard Haskew

Senior Financial Adviser

Gerard is passionate about helping his clients proactively plan for a bright future. He explains even the most complex financial concepts in language his clients can understand.

Tim Chalke

Senior Financial Adviser

Tim has a Bachelor of Business in Accounting from Deakin University and A Graduate Diploma in Financial Planning. Tim specialises in personal risk insurance advising on Life insurance, Total Permanent Disability insurance, Income Protection, Trauma insurance and business insurance.

View Our Team

Build Your Growth Portfolio with the Right Growth Risk Profile - High Growth Investor

Maximise your wealth potential with a high growth portfolio designed around your growth risk profile. Our experts craft smart growth portfolio asset allocations to help you achieve consistent high growth return investments and reach your financial goals faster through strategic high growth investments.

Start Your High Growth Investment Plan Today – Book a Free Consultation

Let's Chat