Fund objective: Income or alternative to cash
Risk level: Conservative
Target: STeFI +1%
Max equity exposure: 5%
Time horizon: 2 years
Fund objective: Income and capital growth
Risk level: Cautious
Target: CPI +3%
Max equity exposure: 40%
Time horizon: 3 years
Fund objective: Capital growth with a preservation overlay
Risk level: Moderate
Target: CPI +4%
Max equity exposure: 60%
Time horizon: 5 years
Fund objective: Capital growth
Risk level: Moderate Aggressive
Target: CPI +5%
Max equity exposure: 75%
Time horizon: 5 years and longer
Read more about how we construct our funds