How is my SMART portfolio built?

Your SMART portfolio will be built and managed by our investment managers according to your risk profile:

(1) Low Risk with High Liquidity Needs or

(2) Moderately Aggressive Looking for Growth and Income or

(3) Aggressive Looking for Growth.

The portfolios for the different risk profiles will differ in the investment in different asset classes of Funds and Fixed Income, with the portfolios for the more aggressive risk profiles having a higher exposure in Funds than in Fixed Income.

I am ready!