CONNECT - Lower Risk Strategy


To maximise growth through investment in a diversified portfolio of assets and markets, but with low/medium levels of volatility.

How is this achieved?

This Strategy invests in a broad range of asset classes including global equities, global bonds, commodities and derivatives with the aim of providing long-term returns in excess of inflation but with lower volatility than strategies with a significant equity content. Some of the underlying Funds in the Strategy use an Environmental, Social & Governance (ESG) methodology in their investment approach.

What does this mean?

Your Retirement Pot is exposed to the ups and downs of the markets. Returns are generated from a wide variety of assets thereby lowering the risks of investing in any single asset type. This is expected to deliver less volatile returns over time when compared to a strategy fully invested in equities.

This Strategy may be suitable for you if

You are looking for growth in your retirement pot in excess of inflation but wish to see lower volatility in returns.

The disadvantages this Strategy may have

Your Retirement Pot will be vulnerable to market movements and may fall as a result. This Strategy may not be suitable if you are close to retirement and you do not wish to see any fall in value of your Retirement Pot.


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