Minimum disclosure documents
Conservative risk portfolio range
A conservative investor has a low-risk tolerance and has a time horizon that is between one and three years. The time horizon is the length of time before you want your money returned.
This investor:
- is comfortable accepting lower returns for a higher degree of liquidity and/or stability
- primarily seeks to minimise risk and loss of capital
AF Investments Enhanced Income Unit Trust (A, D)
AF Investments Pure Fixed Interest Unit Trust (A, D)
AF Investments Superior Yield Unit Trust (A, D, T)
Moderately conservative risk portfolio range
A moderately conservative investor has a low-to-medium risk tolerance and has a time horizon that is around three years.
This investor:
- values capital preservation but is comfortable accepting a small degree of risk and volatility to seek some degree of growth
- desires greater liquidity
- is willing to accept lower returns, and is willing to accept minimal losses
AF Investments Conservative Passive Unit Trust (A, T)
AF Investments Conserver Managed Unit Trust (A, D, T)
Moderately aggressive risk portfolio range
A moderately aggressive investor has a higher risk tolerance level than a moderate investor and a longer time horizon, generally between five to seven years. The time horizon is the length of time before you want your money returned.
This investor:
- primarily values higher long-term returns and is willing to accept significant risk
- believes higher long-term returns are more important than protecting capital
- may endure large losses in favour of potentially higher long-term returns
- is not concerned about liquidity
AF Investments Aggressive Passive Unit Trust (A, T)
AF Investments Performer Managed Unit Trust (A, D)
AF Investments Strategic Global Balanced Feeder Fund (A, T)
Aggressive risk portfolio range
An aggressive investor has a higher risk tolerance level and a longer time horizon, generally longer than seven years. The time horizon is the length of time before you want your money returned.
This investor:
- values maximising returns and is willing to accept substantial risk
- believes maximising long-term returns is more important than protecting capital
- may endure extensive volatility and significant losses
- is not concerned about liquidity
AF Investments Equity Fund of Funds (A, D)
AF Investments Flexible Fund of Funds (A)
AF Investments Property Equity Unit Trust (A, T)