Diversified Income Portfolio
Target asset mix:
20% equities, 80% fixed income
Appropriate for:
Investors seeking current income and some long-term capital growth with reduced volatility who are willing to accept a low level of risk.
Conservative Portfolio
Target asset mix:
35% equities, 65% fixed income
Appropriate for:
Investors seeking long-term capital growth with income with reduced volatility who are willing to accept a low to medium level of risk.
Balanced Portfolio
Target asset mix:
50% equities, 50% fixed income
Appropriate for:
Investors seeking long-term capital growth with reduced volatility who are willing to accept a low to medium level of risk.
Moderate Growth Portfolio
Target asset mix:
65% equities, 35% fixed income
Appropriate for:
Investors seeking long-term capital growth with reduced volatility who are willing to accept a low to medium level of risk.
Growth Portfolio
Target asset mix:
80% equities, 20% fixed income
Appropriate for:
Investors seeking long-term capital growth with reduced volatility who are willing to accept a low to medium level of risk.
Aggressive Growth Portfolio
Target asset mix:
100% equities
Appropriate for:
Investors seeking long-term capital growth with reduced volatility who are willing to accept a medium level of risk.