Based on your responses in the Risk Questionnaire, we have determined that your profile is
An AGGRESSIVE PROFILE
will result in substantial levels of volatility, where a negative month, quarter and year cannot be ruled out. Aggressive portfolios are often tailor made for investors who understand volatility very well and have strong investment experience. In exchange for this volatility, aggressive portfolio structures have the potential to deliver significant inflation beating returns. Aggressive investors require patience and resolve to finally see the results. Aggressive profiled investments are designed to exceed gross Bank rates by 6% before tax.
On an after-tax basis, the gap is more likely to be more (6% to 7%), as bank interest is taxable. As an aggressive profiled investor you are prepared to accept high levels of volatility in order to earn handsome returns over the medium term. You are not interested in preserving the inflation value of your capital only. Your aim is mainly capital growth rather than simply capital preservation. You are in it for the long term and are prepared to give your strategy time to pan out the results. Typically, you are being aggressive with capital that will definitely not be needed in the next 5 years.
Risk Profile Calendar Year Performance
Risk Profiles Best and Worst Performance 1997-2011 (Annualised)
Holding Period Graph