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 Conservative Passive Unit Trust
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 Aggressive Passive Unit Trust
AF Strategic Global Balanced Feeder Fund
Class A Class T Tax-free savings
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 Inflation Linked Bond Unit Trust
AF Real Return Focus Unit Trust
AF Property Equity Unit Trust