Expected Returns in a Traditional Balanced Portfolio

Apr 27

With relatively high valuations in most asset classes today, expected returns in a traditional balanced portfolio are trending below historic levels. Many investors are looking to alternative investments as an additional source of return, as they offer more compelling diversification properties. Alternatives are forecast to grow by 12 per cent to reach USD23 trillion by 2026 – see Figure 1. Private equity (PE), already the largest segment within alternatives, represents close to 40 per cent of total assets under management and is expected to represent nearly half by 2026.

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Real Estate, Non-Accredited

NLI II

NET ASSET VALUE $31.6M
INVESTMENT MINIMUM $2,000
RISK CATEGORY Core
TARGET RETURN 18-20% IRR
INVESTMENT TERM 5-7 years

Real Estate, Accredited

NLI I Preferred

NET ASSET VALUE: $31.6M
INVESTMENT MINIMUM: $200,000
RISK CATEGORY: Core
TARGET RETURN: 18-20% IRR
INVESTMENT TERM: 5-7 years

Accredited, Fine Art

NFA.01

NET ASSET VALUE: $5.0MM
INVESTMENT MINIMUM: $500 (Reg CF); $25,000 (Reg D)
RISK CATEGORY: Growth
TARGET RETURN: 3x MOIC
INVESTMENT TERM: 3-5 years

NLI I Common

NET ASSET VALUE $31.6M
INVESTMENT MINIMUM $20,000
RISK CATEGORY Core
TARGET RETURN 18-20% IRR
INVESTMENT TERM 5-7 years

Expected Returns in a Traditional Balanced Portfolio

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