Estimated Growth with CHERUBOND Global Balanced Fund

Risk Rating

Use our dashboard to understand how your investment could perform with the CHERUBOND Balanced Fund.

Hypothetical growth is for illustrative purposes. The reported values are hypothetical and cannot be guaranteed. Hypothetical performance refers broadly to looking backwards with the benefit hindsight, to present a conservative estimate of future returns without foresight. As a result, the reader is cautioned not to place undue reliance on forward-looking statements.
Investing and investments involve the risk of losing money and the client should be prepared to bear losses as future returns are unpredictable. These risks may materially affect the performance of the funds. Share prices, net asset values and investment returns will fluctuate. The CHERUBOND Balanced Fund invests in equities or limited partnership interests, money market instruments, corporate and government bonds and income producing securities. The CHERUBOND Balanced Fund dashboard is a hypothetical model for a person with a conservative or moderate tolerance for risk and those who can withstand minimal fluctuations in returns.
This is an estimated performance of equity and fixed income securities and does not reflect actual or future returns. We have estimated an annualised, assumed return of 6.2% for a 30-year period. One cannot expect to achieve a 6.2% return year-over-year. The hypothetical annualised return of 6.2% assumes the reinvestment of income (dividends) and capital gains, and no withdrawals. Returns (performance) are reported as net and are calculated after management fees have been deducted. Performance does not include any additional fees and costs, which, if included, would lower the overall return to the client.
The information provided in this website is not investment advice and is not intended to replace or serve as a substitute for investment advice, consultation, or service. The information provided herein is for informational purposes only.