About the smallcase

This portfolio is designed to be the core for conservative investors who are looking for lower volatility and for those that have a shorter time horizon.


  • The portfolio is composed of a diverse mix of ETFs that give exposure to domestic equities, gold, and debt.
  • Rebalancing happens quarterly so that you get exposure to the returns whilst keeping the risks in check.


Being a conservative portfolio, the asset allocation is tilted more toward fixed income assets when compared with our other ETF based smallcases

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Understand smallcase costs and returns

Understand smallcase costs and returns