Managed Growth

Risk Profile

Description

Minimum Recommended Investment Period

1

Low to Medium

You accept exposing your investment to a small degree of risk, in return for an increased capital growth you would expect from cash savings accounts. You tend to prefer investments that expose your money to less risk of a decline in value.  However, you recognise that in order to achieve higher returns, you accept that you must take some additional risk by investing a small proportion in UK equities. You acknowledge that your investment is more likely to fluctuate in value during the investment period.

The aim of the fund is to achieve long-term capital growth by investing in collective investment schemes across a relatively high number of different management groups.

(HFS Cautious Managed performance)

At least 5 years

2

Medium

You are willing to place some reasonable emphasis on obtaining much higher capital growth than you would expect from a savings account and as such, you must be prepared to invest in a much wider/global range of funds and therefore accept that any investment is more likely to fluctuate in value during the investment period. 

The aim of the fund is to achieve long-term capital growth by investing in collective investment schemes across a relatively high number of different management groups.

(HFS Balanced Managed performance)

At least 7 years

3

Medium to High

You are willing to place a lot more emphasis on obtaining much higher capital growth than you would expect from a savings account and as such, you must be prepared to accept that any investment is more likely to fluctuate in value during the investment period, with much sharper gains and losses. 

The aim of the fund is to achieve long-term capital growth by investing in collective investment schemes across a relatively high number of different management groups.

(HFS Active Managed performance)

At least 10 years

4

High

You are willing to place a lot more emphasis on obtaining much higher capital growth than you would expect from a savings account and as such, you must be prepared to accept that any investment is more likely to fluctuate in value during the investment period, with much sharper gains and losses.

The aim of the fund is to achieve long-term capital growth by investing in collective investment schemes across a relatively high number of different management groups.

(HFS Global Managed performance)

At least 15 years