moderately conservative

Attitude

Your Risk Profile suggests you want some potential for capital growth, but prefer not to have large fluctuations in short term performance; you seek consistent returns using a steady growth strategy.

Profile Description

Based on your Risk Profile, you would generally prefer a diversified portfolio with a balance of defensive assets, such as fixed interest and cash and growth assets such as shares and property.

Historical Returns

Figures from 1995 show the historical returns for the Moderately Conservative Profile are:

Average Return .. 7.9%
Chance of a negative return .. 12%
Investment Time Horizon .. 4 years

(Lonsec Research)

Sector %

Cash 10

Australian Fixed Int 35

Int'l Fixed Int 15

Australian Shares 20

Int'l Shares 10

Property 10

Total 100

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