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Friday 22 Aug 2008
 

Investment Stategy Profiles


  • Fixed income

    The fixed-income investor is geared primarily to preserving the value of assets in any individual year and generating regular income.
  • Income

    The income-oriented investor seeks to preserve the real value of assets over the long-term with minor price fluctuations. Regular interest/income is topped up with dividends and capital gains.
  • Yield

    The yield-oriented investor seeks to achieve real long-term asset growth with moderate price fluctuations. Primary sources of income are interest/income and dividends, supplemented by capital gains.
  • Balanced

    The balanced investor seeks to achieve real long-term asset growth, while accepting a moderate degree of price fluctuation. Income is generated from interest/income and dividends as well as capital gains.
  • Growth

    The growth-oriented investor is geared to achieve significantly higher real asset growth over the long term. Larger price fluctuations must therefore be tolerated. Income consists of capital gains as well as interest/income and dividend revenue.
  • Equities

    The equity investor has the riskiest strategy. The objective is to achieve significant real asset growth over the long term. Investments are primarily in equities, which mean that substantial price fluctuations are possible. The majority of the income is generated by capital gains and foreign exchange movements; this is supplemented by interest/income and dividend revenue.