How is Long Term Portfolio different from goal plans such as Retire Confident and Child Education?

Modified on Fri, 30 Jun, 2023 at 2:56 PM

Scripbox offers different investment options based on your goals and time horizon:

Investment Approach - 

Long Term Portfolio: A general investment plan for long-term capital appreciation, suitable for individuals seeking growth over time.

Goal plans for retirement and child education: Tailored plans designed to meet specific financial needs. These plans consider factors like time horizon, target amount, and risk tolerance associated with retirement or education expenses.

Time Horizon:

Long Term Portfolio: Provides flexibility without a specific time horizon, allowing individuals with long-term investment goals to withdraw or utilise funds as needed.

Goal plans for retirement and child education: Have a predetermined time horizon aligned with the respective goals. The investments in these plans are structured to meet the target date when funds will be required. Asset allocation may be adjusted closer to the target date to safeguard capital and ensure funds are available when needed.

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