WEALTH & RETIREMENT
Tailored Investment Portfolios
Lower Risk Fixed Income (B1)
Objective: Real return of 0.5% p.a. after fees and inflation, a high level of income yield and the possibility of annual income withdrawals.
Designed for those with a low appetite for risk.
The Balanced Fixed Income (B2)
Objective: Real return of 1% p.a. after fees and inflation, a high level of income yield and the possibility of annual income withdrawals.
Designed for those with a low to medium appetite for risk.
Higher Yield Fixed Income (B3)
Objective: Real return of 1.5% p.a. after fees and inflation, a high level of income yield and the possibility of annual income withdrawals.
Designed for those with a medium appetite for risk.
Multi-asset Cautious (DD1)
Objective: Real return of 1% p.a. after fees and inflation, a high level of income yield and the possibility of annual income withdrawals.
Designed for those with a low appetite for risk.
Multi-asset Moderate (DD2)
Objective: Real return of 1.5% p.a. after fees and inflation, a high level of income yield and the possibility of annual income withdrawals.
Designed for those with a low to medium appetite for risk.
Multi-asset Balanced (DD3)
Objective: Real return of 2% p.a. after fees and inflation, a high level of income yield and the possibility of annual income withdrawals.
Designed for those with a medium appetite for risk.
Multi-asset Growth (DD4)
Objective: Real return of 2.5% p.a. after fees and inflation, a high level of income yield and the possibility of annual income withdrawals.
Designed for those with a medium to high appetite for risk.
Equity Income (E1)
Objective: Return of 3% p.a. after fees and inflation, a high and growing level of income.
Designed for those with current and future income needs with a high appetite for risk.
Equity Growth (E2)
Objective: Real return of 3% p.a. after fees and inflation, a high level of income yield.
Designed for those looking for capital appreciation with a high appetite for risk.
Equity Blend (E3)
Objective: Real return of 3% p.a. after fees and inflation, low to medium level of income yield.
Designed for those looking for mixture of income and capital appreciation with a high appetite for risk.
