Conservative
A conservative investor seeks to conserve wealth over market returns. Capital safety and security is more important knowing that you may need to access the fund within a short horizon. Your investments are predominantly weighted heavily towards defensive assets for current income and liquidity with a minor exposure in growth assets. You expect lower long-term return in exchange for less risk.
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