I see myself as having the below risk tolerance:

Conservative

Conservative strategies are generally defined by less weighting on growth assets (Aussie/international shares, property) and more on defensive assets (cash, bonds). We allocate 30% / 70% respectively.

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Asset allocation

These Target Asset Allocations are indicative, and may vary between the different types of Managed Portfolios available. Full details are set out in the TOMORROW Investment Booklet under each Managed Portfolio investment description.

Projected returns

Aims to outperform cash over rolling three-year periods, after fees, and investors can expect negative returns 1-2 years out of every 20.

This graph is illustrative and returns aren’t guaranteed. Your investment in the Fund is also not guaranteed. The value of your investment can rise and fall depending on the
investment returns achieved by the investment portfolio you select. By participating in the Fund you are solely responsible for selecting the investment portfolio in which you invest.

The Trustee and Administrator aren’t responsible for the choice of investment portfolio you make and are not liable for any loss or damage you may incur as a result of you deciding
to invest in, or withdraw from a particular investment portfolio. Return assumptions are based on the modelled return at the 50th percentile (expected return), 75th percentile (higher return) and 25th percentile (lower return). Stochastic modelling has been used to calculate return assumptions.

Income

Conservative/Income

If you’re a ‘bird in the hand’ sort of person, our Income portfolios are biased towards companies giving more back in the form of dividends and ...
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Indexed

Conservative/Indexed

If you want to keep things simple and follow the long-term market growth, we have a lower cost alternative. Some call index investing boring. Warren B...
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Income

Conservative/Income

If you’re a ‘bird in the hand’ sort of person, our Income portfolios are biased towards companies giving more back in the form of dividends and income. Choose from ...
Discover portfolio
Indexed

Conservative/Indexed

If you want to keep things simple and follow the long-term market growth, we have a lower cost alternative. Some call index investing boring. Warren Buffett, arguably the...
Discover portfolio
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