Investing in a Balanced Portfolio

Our multi-asset strategies are ideal for investors with a moderate risk tolerance. These strategies select investments from a range of asset classes, including stocks and bonds. Our aim is to maximise returns within each risk profile.
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How Balanced Investment Portfolios Work:

Balanced investment portfolios spread investments across different types of assets to manage risk, preserve capital, and achieve growth. A typical balanced portfolio consists of a combination of global stocks and fixed-income investments. This is designed for stability of returns, considering interest rate fluctuations as well as asset allocation.
Balanced strategies offer the same return potential as standard portfolios but often for less risk. This makes them a viable option for those with a moderate risk tolerance looking for long-term growth.
At Capital, our balanced strategies take asset allocation a step further. These include alternative investments such as real estate, infrastructure, private equity, and hedge funds. This investment approach not only safeguards your investments but also creates additional revenue streams.

Why choose a balanced portfolio?

Protect against volatility
A mixture of asset classes diversifies your strategy and makes for less turbulence within your portfolio’s performance. This way, you can make the most of upturns in the stock market whilst minimising the negative impact of slumps.
Greater risk adjusted returns
A balanced investment strategy can give similar returns to stocks, with less risk per return. It works for both long-term and short-term investments, making it a flexible option for investors with different financial goals.
Rebalancing based on current research
Our team of portfolio managers analyses the markets to constantly optimise the performance of our balanced strategies.

Grow with an award winning company

Time in business

25+ years

Group employees

240+

Group clients

8,000+

AUA

USD 5bn

Our Core Strategy:

Creating more from Less

We invest in assets that consistently deliver greater value from ever fewer resources - this focus on productivity growth delivers superior investment performance that is sustainable for our clients, our communities and our environment.
Sustainable alpha

Sustaiability meets profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.
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Performance

Empowering financial futures

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
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Impact

Understand the impact of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.
More on our impactGet started

Our Core Strategy: Creating more from less

Sustainability meets
profitability

Our goal is to identify companies capable of increasing the value they create, whilst reducing the resources they consume. This means not only assessing profits and outputs, but looking closely at how efficiently a company operates, how well it manages resources and ultimately how sustainable its activities are.
More on Sustainable alphaGet started

Empowering financial futures

For a quarter of a century our investment strategies have delivered consistent and strong risk-adjusted returns benchmarked against relevant peer group indices.
View performance reportsGet started

Understand the impact
of your portfolio

There's no need to choose between strong returns and sustainability - demand both. We believe that the companies committed to operating sustainably and with increasing efficiency will also deliver stronger long-term performance. Our Core Strategy aims to consistently outperform in both performance and sustainability.
More on our impactGet started
Sustainable
alpha
Performance
Impact

What our clients say...

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Boal & Co have a long-standing relationship with CIG with a number of our clients using them as their investment platform. We have always found them to be professional, knowledgeable, and efficient.

Boal & Co

From the start, Capital International Group understood our needs and offered a solution which they have been providing, with continual enhancements, ever since.  

GBPensions

Capital International is the easiest company I work with. They listen and pay attention to your needs. They are always responsive and proactive. I cannot recommend them enough.

Alconbury Trust

150+ years experience in managing client portfolios

Investment is the engine of prosperity and change.

For almost three decades we have been dedicated to making money work better, supporting governments, financial advisers, trustees and individuals to achieve their investment goals. Our team of highly qualified investment professionals have hundreds of years experience in managing investments, meeting client needs and delivering exceptional service. We are ever conscious of the trust you place in us and our responsibility to deliver for you.

David Long, Chief Investment Officer

Grow with an award winning company

Time in business

25+ years

Group Employees

200+

Group clients

8,000+

AUA

$5 billion+

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