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Investor

Cautious

Risk profile based on your answers

A cautious investor prefers to have stable returns with low volatility. You are seeking short- term income from your investments but are still willing to put some of your capital into the share market and growth-style managed funds. You know there will be some fluctuations in returns (including the possibility of negative returns in some years) but are prepared to take a modest level of risk in exchange for stable growth opportunities.

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Like some help? Ask a smartCoach

If you would like to talk to a smartCoach about your investments in smartMonday:

  • Phone: 1300 262 241

  • Email: smartcoach@smartmonday.com.au or

  • via the live chat feature on the website

Disclaimers

All information provided is general in nature and does not take account of your objectives, financial situation or needs. Before deciding whether a particular product is appropriate for you, please read and consider the relevant Product Disclosure Statement, Target Market Determination and Financial Services Guide available at smartmonday.com.au or by calling us, or speak with a financial adviser. Contact us about the intra-fund advice services you may be able to access through your membership. Past performance is not a reliable indicator of future performance. smartMonday and the trustee take no responsibility for you acting on the information provided. Any decision that you make is at your own risk.