GoalFi Balanced Growth Asset Allocation

GoalFi Balanced Growth Asset Allocation is a rules-based portfolio of 3 holdings drawn from balanced equity and debt, reviewed and rebalanced quarterly. Selection follows a defined framework rather than discretion, so every holding can be traced back to the rule that admitted it.

✔ Spreads risk across equity, gold, silver and debt rather than concentrating in one

✔ Assets that behave differently in the same conditions reduce the depth of drawdowns

✔ Every sleeve is exchange-traded, priced intraday and settled like a stock

✔ Position sizes are capped at 15% per holding, so no single name can dominate the outcome

Investment horizon and risk

✅ Suggested horizon: 3 years and above. Risk profile: Moderate.

✅ Best suited to investors who want a single holding that spreads risk across asset classes rather than concentrating it in equity.

✅ Returns are not assured and the portfolio can fall in value. Past performance does not indicate future results.