Page 24 - 2020 PSK Portfolio - Client Name
P. 24
Investment objective over
investment timeframe CPI + 1%
* 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.
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 5.04%
annum
-13.06%
^Extreme return range to
23.14%
-0.99% to
+Normal return range
11.07%
Probability of a positive 81.1%
return (over 1 year)
Minimum suggested 4 years
investment timeframe
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.
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