|
Investment Objectives & Risk Tolerance
Aggressive Growth: Primary objective is capital appreciation and not current income. Portfolios are primarily invested in equities with some cash. This strategy is appropriate for persons with a long-term time horizon who are willing to accept significant short-term risks. The portfolio may have high volatility.
Balanced Growth: Primary objective is capital appreciation and not income, though portfolios will be invested in a mix of equities, fixed income securities and cash. This strategy is appropriate for investors who are willing to accept higher short-term risk in exchange for the potential of above-average long-term returns. Portfolio may have relatively high volatility (though lower than the aggressive growth portfolio) depending upon the portfolio‘s concentration of equities.
Balanced for Growth & Income: Primary objective is conservative growth of capital with income. Portfolios are invested in a mix of equities, fixed income securities and cash. This strategy is appropriate for investors who are somewhat uncomfortable with short-term risk and want to create an income stream from their portfolio, but also want some exposure to equities to provide for the potential of future growth.
- Inclusion of aggressive equities:
- Investment objective for these assets:
|
|
|
