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

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)

Minimum Disclosure Document

AF Investments Conserver Managed Unit Trust (A, D, T)

Minimum Disclosure Document

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)

Minimum Disclosure Document

AF Investments Performer Managed Unit Trust (A, D)

Minimum Disclosure Document

AF Investments Strategic Global Balanced Feeder Fund (A, T)

Minimum Disclosure Document

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)

Minimum Disclosure Document

AF Investments Flexible Fund of Funds (A)

Minimum Disclosure Document

AF Investments Property Equity Unit Trust (A, T)

Minimum Disclosure Document

AF Investments Global Equity Feeder Fund (A, T)

Minimum Disclosure Document

Minimum disclosure documents

Conservative risk portfolio range

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

AF Investments Conservative Passive Unit Trust (A, T)

AF Investments Conserver Managed Unit Trust (A, D, T)

Moderately aggressive risk portfolio range

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

AF Investments Equity Fund of Funds (A, D)

AF Investments Flexible Fund of Funds (A)

AF Investments Property Equity Unit Trust (A, T)

AF Investments Global Equity Feeder Fund (A, T)