The portfolio has a high risk profile with a larger weighting in equities relative to other asset classes. The primary objective is capital growth.
Moderate Fund
The portfolio has a medium risk profile with a spread of investments across equities, bonds, cash and property. The primary objectives are capital growth, capital protection and income generation.
Conservative Fund
The portfolio has a low risk profile with a small weighting in equities, and higher weightings in bonds, cash and property. The primary objectives are capital protection and income generation.
