Page 15 - Lewin, Diana - Review Report - July 2020

Your tolerance for risk
The agreed approach to managing investment risk within your portfolio has been determined
based on our previous discussions of your attitude to risk and taking into account the
identified goals and objectives. If you disagree or are uncomfortable with this assessment as
described below, please discuss this with us immediately.

Your personal risk profiles
A description of your identified risk profile:

70% Growth You are a growth investor. You are willing to consider assets with
higher volatility in the short-term (such as equities and property) to
achieve capital growth over the medium to longer term. Your
investment mix will comprise a greater share of growth assets. The
recommended minimum investment term is five years. We allocate
between 55% and 85% of your portfolio to growth assets. Your
investment benchmark is CPI +3%.
Investment strategy aligned to a 70% Growth risk profile
*Projected return per
annum 5.91%
-18.79% to
^Extreme return range
30.61%
-2.32% to
+Normal return range
14.14%
Probability of a positive 77.6%
return (over 1 year)

Minimum suggested 5 years
investment timeframe
Investment objective over
investment timeframe CPI + 3%
* This is a projection and not a guarantee that you will achieve this
return.
^ Approximately 99% of annual results are expected to fall in this
range.
+ Approximately 66% of annual results are expected to fall in this
range.

For further details, please refer to the accompanying reports.