Page 3 - Sainsbury Strategy and Invetsment Recommendations
P. 3

Goals and Objectives














         •   Would like to invest in growth assets to get a better return than cash

         •   Would like to diversify via investments in growth assets other than property given current


             investment portfolio consists predominantly of property

         •   Limited knowledge of equity markets although feels comfortable to own equites.


         •   Can accept volatility in price / capital movements


         •   Equities should only make up a minor part of the overall assets

         •   Investment time frame is at least 7 years


         •   Strong cash flow to support investments


















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