Service update: Our smartCoach team will be unavailable from 7-9 May and will return to normal operating hours from 9am Monday 12 May. Our Member Service Team remains available during this time on 1300 614 644. 

Investor

Conservative

Risk profile based on your answers

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.

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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.