To achieve this outcome, we will:
- Determine your individual capacity for investment risk and match it to the most appropriate investment portfolio
- Utilise a proven scientific approach to asset allocation and fund selection
- Review your existing investments to ensure they are in line with your current and future objectives
- Make recommendations to bring your existing investments into line with your risk profile and performance objectives
- Comprehensively report the progress of your investments
To read more about our beliefs and decisions we make when designing our investment strategies to meet your needs; read our full Investment Policy Statement.