Investment Questionnaire

What is the desired goal of the portfolio? Please state the investment objective or non-investment outcome (if relevant)

Which of the following best describes your investment profile?

Preservation of capital

Growth through a balance of capital growth and income returns

Growth with a focus on capital gains

To have a high level of income and for the portfolio to keep pace with inflation.

What is the annual income target?

Are there annual expenses or distributions that are to be funded from the investment portfolio? If so, what are they?

Are you comfortable holding unlisted assets, such as direct property or unlisted infrastructure?

Yes

No

Do you currently have any ongoing investment commitments, for example for a private equity or infrastructure fund? If so what is it, and over what time period?

Are you expected to contribute more into the portfolio? If so, how much and over what time period?

How would you describe the investment horizon of the portfolio?

Short term : 1-3 years

Medium term (3 - 5 years)

Long term ( more than 5-10 years)

What type of tax payer are you?

Corporate (30%)

Super (15%)

Pension, endowment or Foundation (0%)

Other

Are there any tax related matters that we should be mindful of as part of the investment review? For example, tax losses or significant unrealised gains