Tuesday, October 4, 2016

Asset Mix Changing Over Time

11:43 AM


Question:

I would like to have more detail about the change in Asset mix when I select 'Move gradually to conservative portfolio until 80'.

Answer:

The amount held in fixed income will increase gradually each year until it reaches the amount of the conservative profile. Thereafter it will be assumed that the funds are invested in accordance to the conservative profile. You will find the asset allocation of the conservative and all other profiles in the help files.

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