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The strategic asset allocation of these portfolios is broken down in the table below – it clearly shows the risk-based differences between the various portfolios. Our Balanced Portfolios comply with Regulation 28 of the Pensions Fund Act, which governs investments for the retirement fund industry.

Asset allocation	Conservative	Moderate	Aggressive
Equity	0 - 20	30  - 45	60 - 75
Bonds	20 - 60	20 - 45	10 - 30
Cash	30 - 50	15 - 30	5 - 10

                                                                                                                                                                                    

For more information:

• Conservative Balanced Portfolio

• The Preserver Unit Trust Portfolio

• Moderate Balanced Portfolio

• The Defensive Unit Trust Portfolio

• Aggressive Balanced Portfolio

• The Heritage Unit Trust Portfolio