Investment objective

The investment objective is to generate a high-income return of at least 3% per annum with a preference for capital preservation and growth

Who is this suitable for?

A typical investor will have a medium-term investment horizon of at least five years and require higher income levels relative to capital growth without taking excessive risks

Target returns?

5% per annum, net of fees, over rolling 10-year periods

Risk level

Moderate. The probability of a negative return over any single year is 24%, with the potential magnitude of any single year loss up to 15%

Suggested time frame

5 plus years

Management fee

0.90%

Investment objective

The investment objective is to generate a moderate level of capital growth and income with an equal preference for capital preservation

Who is this suitable for?

A typical investor will have a medium-term investment horizon of at least five years and seeking a moderate return on capital without taking excessive risks

Target returns?

5% per annum, net of fees, over rolling 10-year periods

Risk level

Moderate. The probability of a negative return over any single year is 24%, with the potential magnitude of any single year loss up to 15%

Suggested time frame

5 plus years

Management fee

0.90%

Investment objective

The investment objective is to generate medium to high levels of capital growth with less risk than the broader equity market

Who is this suitable for?

A typical investor will have a long-term investment horizon of at least seven years, preferring capital growth over income, whilst being prepared to accept short-term volatility across the portfolio

Target returns?

6% per annum, net of fees, over rolling 10-year periods

Risk level

High. The probability of a negative return over any single year is 26%, with the potential magnitude of any single year loss up to 21%

Suggested time frame

7 plus years

Management fee

0.90%

Investment objective

The investment objective is to maximise returns, whilst managing downside risks through the diversification of growth assets

Who is this suitable for?

A typical investor will have a long-term investment horizon of at least nine years, seeking a high return on capital whilst being prepared to accept short-term volatility across the portfolio

Target returns?

7% per annum, net of fees, over rolling 10-year periods

Risk level

Very High. The probability of a negative return over any single year is 28%, with the potential magnitude of any single year loss up to 30%

Suggested time frame

9 plus years

Management fee

0.90%