It is important that you select investments that suit your level of tolerance, and it is also important that you make periodic reviews of your portfolio.
Consider the investment strategy which best suits you given the portfolio of the First Citizens family of Mutual Funds:
Conservative Strategy: You are conservative if losses are considered highly unacceptable. A ratio of 90% of funds placed in the Abercrombie Fund and 10% in the Paria Fund will give you good returns on your investment.
Moderately Conservative Strategy: You are moderately conservative if you can stomach minor fluctuations which occur with your investment. With 55% of funds placed in the Abercrombie and, 10% in the El Tucuche Fund, 35% in the Immortelle Fund, you can achieve considerable gains.
Balanced Strategy: You enjoy steady growth in your investment and can tolerate some fluctuations. Manage the risk and achieve steady growth with a ratio of 20% in the Abercrombie Fund, 5% in the Paria Fund, 25% in the El Tucuche Fund and 50% in the Immortelle Fund.
Growth Strategy: You are willing to take greater risk in order to achieve potential higher returns. Minimise risk while achieving higher returns with 5% of funds in the Abercrombie Fund, 20% in the Paria Fund, 10% in the El Tucuche and 65% in the Immortelle Fund.
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