Six Investment Profiles to choose from

INVESTMENT STRATEGY	INVESTMENT GOALS	RISK	BREAKDOWN ACCORDING TO INVESTEMENT STRATEGY	MIN-MAX ALLOCATION %
Fixed income	– Medium-term preservation of nominal asset value – Regular income from interest – No equity investments	Very low	– Money market – Bonds – Equities – Alternative Investments*	0% – 40% 0% -100% 0% -20% 0% – 20%
Income	– Long-term preservation of real asset value – Regular income from interest supplemented by a small amount of dividend and capital gains income – Equity exposure is with respect to the bond exposure	Low	– Money market – Bonds – Equities – Alternative Investments*	0% – 40% 0% – 80% 12% – 20% 0% – 30%
Conservative	– Real long-term asset growth – Regular income from interest and dividends supplemented by capital gains – Equity exposure is underweighted with respect to the bond exposure	Moderate	– Money market – Bonds – Equities – Alternative Investments*	0% – 40% 0% – 70% 18% – 30% 0% – 30%
Balanced	– Real long-term asset growth – Regular income from interest, dividends and capital gains – Equity exposure is over bond Exposure	Average	– Money market – Bonds – Equities – Alternative Investments*	0% – 40% 0% – 40% 36% – 60% 0% – 60%
Growth	– Significant real long-term asset growth – Income mostly from capital gains supplemented by a small amount of income from interest and dividends – Bond exposure strongly underweights equity exposure	Above Average	– Money market – Bonds – Equities – Alternative Investments*	0% – 40% 12% – 20% 48% – 80% 0% – 80%
Equity	– Significant real long-term asset growth – Income mostly from capital gains supplemented by a small amount of income from interest and dividends – Bond exposure strongly underweights equity exposure	High	– Money market – Equities – Alternative Investments*	0% – 40% 60% – 100% 0% – 100%

INVESTMENT
STRATEGY

INVESTMENT
GOALS

RISK

BREAKDOWN ACCORDING TO INVESTEMENT STRATEGY

MIN-MAX ALLOCATION
%

Fixed income

– Medium-term preservation of nominal asset value

– Regular income from interest

– No equity investments

Very low

– Money market

– Bonds

– Equities

– Alternative

Investments*

0% – 40%

0% -100%

0% -20%

0% – 20%

Income

– Long-term preservation of real asset value

– Regular income from interest supplemented by a small amount of dividend and capital gains income

– Equity exposure is with respect to the bond exposure

Low

– Money market

– Bonds

– Equities

– Alternative

Investments*

0% – 40%

0% – 80%

12% – 20%

0% – 30%

Conservative

– Real long-term asset growth

– Regular income from interest and dividends supplemented by capital gains

– Equity exposure is underweighted with respect to the bond exposure

Moderate

– Money market

– Bonds

– Equities

– Alternative

Investments*

0% – 40%

0% – 70%

18% – 30%

0% – 30%

Balanced

– Real long-term asset growth

– Regular income from interest, dividends and capital gains

– Equity exposure is over bond Exposure

Average

– Money market

– Bonds

– Equities

– Alternative

Investments*

0% – 40%

36% – 60%

0% – 60%

Growth

– Significant real long-term asset growth

– Income mostly from capital gains supplemented by a small amount of income from interest and dividends

– Bond exposure strongly underweights equity exposure

Above Average

– Money market

– Bonds

– Equities

– Alternative

Investments*

0% – 40%

12% – 20%

48% – 80%

0% – 80%

Equity

– Significant real long-term asset growth

– Income mostly from capital gains supplemented by a small amount of income from interest and dividends

– Bond exposure strongly underweights equity exposure

High

– Money market

– Equities

– Alternative

Investments*

0% – 40%

60% – 100%

0% – 100%

Six Investment Profiles to choose from

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