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Your portfolio option: Asset Allocation Funds

Based on your response to the portfolio questions, Asset Allocation Funds may be the right option for your investments.

Asset Allocation funds offer a well-balanced portfolio inside of a single fund. A professional fund manager looks after and rebalances the portfolio so you don't need to. There is an Asset Allocation that is suitable for everyone from a conservative investor through to an aggressive investor. Asset Allocation Funds are appropriate for an investor who:

  • has limited investment knowledge,
  • prefers to make an initial investment selection based on your risk tolerance, or
  • is interested in moving from one Asset Allocation fund to the next as your tolerance for risk declines.




 
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