What kind of return can I expect on my investments?

We do not fix return expectations. Returns on your investment can be affected by a number of factors. Firstly, your appetite for risk taking is considered. If you have a more adventurous risk appetite and are able to take larger percentage losses or drawdowns in the value of your investments, it may also be possible to see greater returns. Typically, the greater the risk taken, the greater the reward, or loss.

Additionally, market events can affect returns. Returns may be reduced or negative during a recession for instance.

We ensure you take the appropriate amount of risk in your investments for your risk profile and financial circumstances. Investments are made to target achieving your financial objectives.

FAQs