Managed Portfolio Services

BAM offers seven investment portfolios in order to accommodate varying levels of risk and investment objectives.

The pie charts are representative of the typical asset breakdowns and may not be accurate.

DEFENSIVE MIXED ASSETS

  • Equities

  • Fixed Income

  • Alternatives

  • Cash

  • Property

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DEFENSIVE BALANCED MIXED ASSETS

  • Equities

  • Fixed Income

  • Alternatives

  • Cash

  • Property

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BALANCED MIXED ASSETS

  • Equities

  • Fixed Income

  • Alternatives

  • Cash

  • Property

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FOCUSED GROWTH
MIXED ASSETS

  • Equities

  • Alternatives

  • Cash

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ETHICAL OPPORTUNITIES

  • Equities

  • Fixed Income

  • Cash

  • Property

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GLOBAL HORIZON

  • Equities

  • Cash

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ETHICAL GROWTH

  • Equities

  • Cash

  • 20

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GLOBAL EQUITY

  • Equities

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