WEALTH & RETIREMENT
Tailored Investment Portfolios: Low to High Risk Strategies
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 and 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.
Multi-Asset High Yield (MAHY)
Objective: Real return of 2% p.a. after fees and inflation, high level of income yield.
Designed for those looking to create annual income withdrawals, either immediately or in the future, with a medium appetite for risk.
Responsible Equity
Objective: The Responsible Equity portfolio aims for a total real return of 3% p.a. after allowing for all fees and inflation and targets a high and growing level of income.
The portfolio is designed for those with both current and future income needs with a high appetite for risk.
