Email Fund Name * Trustee Type Individual Corporate Number of Directors / Trustees * 1 2 3 4 Investment Objective * exceeds the CPI by at least 1% per annum exceeds the CPI by at least 2% per annum exceeds the CPI by at least 3% per annum exceeds the CPI by at least 4% per annum exceeds the CPI by at least 5% per annum in any rolling 5 year period Tolerance to Negative Returns * less than one in two years less than one in three years less than one in five years less than one in ten years Select a minimum percentage that the chosen asset class should never fall below Select a maximum percentage that the chosen asset class should never be above The target % is optional but should be a percentage within the selected minimum and maximum to reflect the current optimal percentage The target across all asset classes should total 100% Cash Minimum 0% Cash Maximum 0 Cash Target 0% Australian Shares Minimum 0% Australian Shares Maximum 0 Australian Shares Target 0% International Shares Minimum 0% International Shares Maximum 0 % International Shares Target 0% Fixed Interest Minimum 0% Fixed Interest Maximum 0% Fixed Interest Target 0% Property Minimum 0% Property Maximum 0% Property Target 0% Crypto Currency Minimum 0% Crypto Currency Maximum 0% Crypto Currency Target 0% Derivatives Minimum 0% Derivatives Maximum 0% Derivatives Target 0% Other Minimum 0% Other Maximum 0% Other Target 0% blank1 blank2 target total Total Target Percent : Email *
