To achieve solid long term returns over the long term. Returns are likely to be moderately volatile and risk of capital loss over short to medium term periods is significant.
CPI + 3.25% over rolling 5 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
55% Growth Assets
45% Defensive Assets
Strategic Asset Allocation
For latest returns and market report, see the Performance section.