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Investor Risk Profile

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What are your investment goals ?

I am seeking to protect my principal, even if it means accepting lower return

I am seeking to receive a steady income from my investments, although my portfolio value might not keep up with inflation

I am seeking a fairly steady stream of income, and modest growth in portfolio, with some declines in my portfolio value from time to time

I plan to grow my portfolio at a moderate rate over the long term, while accepting that the total value of my portfolio may decline from time to time.

I plan to grow my portfolio at the highest rate over the long term, while accepting that the total value of my portfolio may decline significantly from time to time.

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Fund Offering Circulars

Unit Trust Offering Circular- July 2024

Unit Trust Offering Circular- July 2023

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