Strategies
Stocks
Discretionary and benchmarked equity portfolios.
The typical shape of this kind of investment over time. An illustration, not a forecast.
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Overview
Listed equities represent ownership in companies and have historically been the main source of long-term growth in many portfolios. They are traded daily, so they are generally liquid.
Returns can be strong over long periods, but equities also experience sharp and sometimes prolonged falls.
Typical structure
A discretionary or benchmarked portfolio of listed shares, held directly and priced daily, with no fixed term.
Illustrative, to explain the general shape of this asset class. Individual products vary, and each carries its own terms.
Who it may suit
- Investors seeking long-term capital growth
- Those able to tolerate significant short-term falls in value
- Investors who want daily liquidity
Typical characteristics
- Liquidity
- Daily
- Typical horizon
- 5+ years
- Role in a portfolio
- Growth
- Typical risk range
- 5 of 7
- Typical minimum
- $25,000
Key risks
- Market risk: prices can fall sharply, including double-digit declines in a short period
- Concentration: a few large companies can dominate an index
- Currency risk if holdings are priced in other currencies
- Sector and style cycles can leave strategies out of favour for years
This is a summary, not a full list. See the Risk Warning and each product's offering documents.
How it appears in your portfolio
Shown with a capital-growth projection that compounds at an assumed annual rate. Real returns will not be smooth, and the projection is a simplification.
Further reading
Events that moved stocks
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