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Risk Profile
Summary
Based on the average annualised volatility over the last three years, we have assigned the investment funds indicated in FundFacts to the following five risk profiles, with a graphical presentation:
Very conservative
Fund can expect slow but steady growth. Unlikely to experience a fall in value over a given year.
Conservative
Fund can expect modest but usually steady growth. Could depreciate marginally during the course of a year.
Balanced
The fund is aimed at achieving a balance between growth and the risk of falls in value.
Dynamic
The fund has above-average possibilities for growth. There could be a drop in value at any time.
Very dynamic
The fund has excellent chances of growth. There could be a sharp drop in value at any time.