balanced

Your Risk Profile suggests you are prepared to experience short term fluctuations in performance for potentially higher returns over the long term, you seek a balanced portfolio to achieve medium to long term financial goals.

Based on your Risk Profile, you would generally prefer a diversified portfolio with a bias towards growth assets such as shares and property.

Figures from 1995 show the historical returns for the Balanced Profile are:

• Average Return  ..  8.5%

• Chance of a negative return  ..  16.1%

• Investment Time Horizon  ..  5 years

(Lonsec Research)