Page 16 - Sapre - 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:

50% Growth You are an investor seeking a combination of income and growth
from your investment portfolio. Generally, you are willing to pursue
medium to long-term goals while accepting the risk of short to
medium term negative returns. Your investment mix is likely to have
a marginal bias to growth assets such as equities and property. The
recommended minimum investment term is four years. As a
moderate investor we allocate between 35% and 65% of your
portfolio to growth assets. Your investment benchmark is CPI +2%.

Investment strategy aligned to a 50% Growth risk profile
*Projected return per
annum 5.04%
-13.06%
^Extreme return range to
23.14%
-0.99% to
+Normal return range
11.07%
Probability of a positive
return (over 1 year) 81.1%
Minimum suggested
investment timeframe 4 years
Investment objective over
investment timeframe CPI + 2%
* 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.