To achieve reasonable returns over the long term. Volatility of returns is likely to be lower than that of more equity-oriented options, although still significant and risk of capital loss over short to medium term periods lower, although still significant.
CPI + 2.5% over rolling 10 years.
Standard Risk Measure
Estimated number of negative annual returns over any 20 year period, 2 to less than 3 years.
Risk Band and Label
Risk Band 4, Medium
Target Asset Allocation
40% Growth Assets
60% Defensive Assets
Strategic Asset Allocation
For latest returns and market report, see the Performance section