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General Information

Risk Profile

Summary

Based on the average annualised volatility over the last three years, we have assigned the investment funds indicated in FundFacts to the following five risk profiles, with a graphical presentation:

Very conservative

Fund can expect slow but steady growth. Unlikely to experience a fall in value over a given year.

Conservative

Fund can expect modest but usually steady growth. Could depreciate marginally during the course of a year.

Balanced

The fund is aimed at achieving a balance between growth and the risk of falls in value.

Dynamic

The fund has above-average possibilities for growth. There could be a drop in value at any time.

Very dynamic

The fund has excellent chances of growth. There could be a sharp drop in value at any time.

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