Conservative Strategy100% Conservative Fund
Summary of investment objectives and strategy
Aims to provide stable returns over the long term by investing mainly in income assets with a modest allocation to growth assets.
Risk indicator for the Conservative Strategy:
Lower risk Higher riskThe risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.
Who is the fund suitable for?
A short term or naturally cautious investor:
- Looking to make a withdrawal in the short term
- Values lower volatility of returns over achieving potential higher returns
While this fund is designed to be conservative in nature, in times of heightened market volatility the value of your investment may go up or down.
Balanced Strategy40% Conservative Fund60% Growth Fund
Summary of investment objectives and strategy
Aims to provide a balance between stability of returns and growing your investment over the long term by investing in a mix of income and growth assets. Automatically rebalanced each year to a target fund mix determined by us, within a range of 40% to 50% Conservative Fund and 50% to 60% Growth Fund while you remain invested only in the Balanced Strategy.
Risk indicator for the Balanced Strategy:
Lower risk Higher riskThe risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.
Who is the fund suitable for?
A medium to long term investor:
- Wants a balance between volatility of returns and achieving potential higher returns
Growth Strategy100% Growth Fund
Summary of investment objectives and strategy
Aims to grow your investment over the long term by investing mainly in growth assets.
Risk indicator for the Growth Strategy:
Lower risk Higher riskThe risk indicator is rated from 1 (low) to 7 (high). The rating reflects how much the value of the fund’s assets goes up and down (volatility). A higher risk generally means higher potential returns over time, but more ups and downs along the way.
Who is the fund suitable for?
A long term investor:
- Can tolerate volatility of returns in the expectation of potential higher returns
- Has time on their side
GlidePath
Summary of investment objectives and strategy
GlidePath takes the hassle out of investing. With GlidePath, your account is automatically invested in one or a mix of the Conservative Fund and the Growth Fund that changes based on your age. It's designed to reduce your investment risk as you get older.
Build a strategy that suits you
Drag the bars below to select the percentage of funds you would like to invest in. Both options must add to 100%.
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