A portfolio where assets from money market and securities market funds prevail, supplemented with a small percentage of stock market funds. Limited risk, expected rate of return higher than bank deposit profitability.
Synthetic Risk and Reward Indicator (SRRI) equivalent. Calculated pro rata based on benchmarks of subfunds forming part of the portfolio, available in the Key Investor Information Documents (KIID).
It is addressed to people who want to achieve profits higher than deposit interest rate, accept a small investment risk and a possibility of small losses in the short term and expect that the risk of losses will be minimized within three years’ time.