| Investment Profile |  Security ("Oak tree") |  Balanced ("Beech tree") |  Income ("Birch tree") |  Wealth building ("Fir tree") |  Growth ("Bamboo") |
|---|---|---|---|---|---|
| Goal | Significant increase in value per year above the rate of inflation. | Substantial increase in value per year above the rate of inflation. | Above-inflation average increase in value per year. | Above inflation rate small increase in value per year. | Preserve capital in real terms, earning above the rate of inflation. |
| Target return | 2,5% p.a. | 4% p.a. | 5% p.a. | 6% p.a. | 7,5% p.a. |
| Risk | Low (risk of loss of approx. 10%) | Moderate (risk of loss of approx. 15%) | Higher (risk of loss of approx. 20%) | High (risk of loss of approx. 25%) | Very high (risk of loss of approx. 40%) |