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All you need to know about the managed portfolio
All you need to know about the managed portfolio

Want to diversify your investment portfolio? Here’s the best way to do so

Vivian avatar
Written by Vivian
Updated over 8 months ago

We currently have over 30 mutual fund investments available on Cowrywise, specially created to help build your wealth. However, we understand that investing can be a daunting experience, especially when you want to diversify your portfolio and take advantage of all available investments to grow your wealth.

Well, the good news is that you do not have to go through this hassle anymore. We have taken the initiative of compiling the top-performing mutual funds from all risk assets into 3 major categories: conservative, balanced, and growth portfolios.

The conservative portfolio: This is the compilation of the top-performing mutual fund investments under the conservation risk category. Mutual fund investments that fall in this category are low-risk investments. Funds in this category are primarily money market funds. With this type of fund, the price of a unit does not change which means that your capital will be intact and preserved. The return rate is, however, subject to change daily.

The balanced portfolio: This is the compilation of the top-performing mutual fund investments under the moderate risk category. These funds are usually a mix of low-risk and high-risk instruments. The mode of earning is usually through capital appreciation, as the price of a unit is likely to change daily. Due to the price change, your capital is prone to appreciate or depreciate.
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The aggressive portfolio: This is the compilation of the top-performing mutual fund investments under the aggressive risk category. These funds are usually equities, they contain a higher mix of stocks. Equity funds invest your money in shares of well-performing companies. Just like medium-risk funds, the mode of earning is usually through capital appreciation, as the price of a unit is likely to change.

With the managed portfolio, you can now choose a category of investment you are interested in, and we will help you diversify this investment.

Sounds interesting? You can read more about this here

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