Risk score range: 01-45
A risk score in this range represents investors that are comfortable suffering a loss of up to -6% in pursuit of positive returns of up to +10% over a six-month period. This investor is often referred to as a conservative investor.
Conservative investment strategies primarily seek to preserve capital by investing in lower risk assets. Investment strategies that satisfy this group are heavily focused on investment in assets that have a higher degree of certainty of return, over the uncertainty of return sacrificing higher return investment opportunities.
This is achieved through asset allocation and then by identifying the best performing qualifying assets capable of delivering the return objectives of the investor with a 95% probability of staying within the investors comfort zone. E.g. the average investor for this group is represented by a risk score of 33
Available on: EasyEquities and TFSA accounts
Basket Fee: 0.5%
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Portfolios with this risk number are targeting an annual return of inflation +3.88% or approximately +9.88%
There are no guarantees this targeted return will be earned.