5 Core Risk Profiles

Adventurous Growth: This is a very high-risk profile with very high tolerance to frequent high volatility, the use of leverage, and exposure to highly volatile asset classes. Seeking high returns that come with high probability of significantly high potential losses. Investors have a strong risk capacity and tolerance, as well as very long-term horizon.

Aggressive Growth: This is a high-risk profile with high tolerance to occasional high volatility, the use of leverage but with hedging, and concentration of exposure. Seeking higher returns that come with high probability of high potential losses. Investors have a strong risk capacity and tolerance, as well as long-term horizon.

Balanced/Moderate Growth: This is a moderate risk profile with moderate level of tolerance to frequent market level volatility, the use of leverage but with hedging, and diversified exposure. Seeking moderate returns that come with moderate probability of high potential losses. Investors have a market level risk capacity and tolerance, as well as long-term horizon.

Conservative Growth: This is a conservative risk profile with lower level of tolerance to market level volatility, use of hedging, and diversified exposure. Seeking conservative growth in portfolio with capital preservation and lower probability of high potential losses. Investors have a lower level of risk capacity and tolerance to market level exposure, as well as medium-term horizon.

Capital Preservation: This is a preservation first risk profile with low level of tolerance to market volatility and drawdowns, use of hedging, diversified exposure and consistency of returns. Seeking capital preservation in portfolio with positive real returns and low probability of potential losses. Investors have a low level of risk capacity and tolerance to market level exposure, as well as short/medium-term horizon.