To achieve solid investment returns. Risk of capital loss over short to medium term periods is significant.
CPI + 3.5% over rolling 10 years.
Standard Risk Measure
Estimated number of negative annual returns over any 20 year period, 3 to less than 4 years.
Risk Band and Label
Risk Band 5, Medium to High
Target Asset Allocation
20% Growth Assets
80% Defensive Assets
Strategic Asset Allocation
For latest returns and market report, see the Performance section