Investment Options

 

Offering you access to a wide range of global investment options

 

The best wealth management structures in the world cannot deliver the financial benefits they promise without the momentum of underlying investment fund performance. Recognising this fact, Generali Worldwide has invested time and resources to provide a wide range of institutionally discounted investment options, corresponding to underlying funds of some of the world's leading underlying fund managers, which in turn provide you with quality and choice. Generali Worldwide offers a selection of investment options for you to choose from and each investment option has a corresponding underlying fund. The types of underlying fund corresponding to investment options offered include, but are not limited to, equity funds, mutual funds, bonds, hedge funds and global funds.

 

 

The Synthetic Risk and Reward Indicator (SRRI)^

Transparency in fund regulation is key, as is having an understanding and appreciation of the risks involved in choosing and selecting suitable investment fund options. To help you do this, Generali Worldwide uses the SRRI to risk rate each of the investment options and their corresponding underlying funds available for investment.

The SRRI is a 7 point risk scale. It is a measure of the historic volatility of an individual investment option and its corresponding underlying fund over the previous five years using weekly return data that calculates the standard deviation percentage, expressing it as an annualised number**. This number then falls into one of seven risk categories on the scale, 1 meaning lower risk and 7 indicating a level of risk that is high.


The SRRI's purpose is to tell you the riskiness of an investment option and its corresponding underlying fund and also the potential rewards from it. It does not aim to help with portfolio construction and how portfolios can be diversified by asset allocation but rather to enhance your awareness of the potential risk associated with each investment option.

 

 

IMPORTANT

You should note that investment involves risk. Past performance is not indicative of future performance. Investors and/or their investment advisers are responsible for their investment decisions and any choice of investment options is entirely at their own risk. Please note that investment performance (as well as the income accruing to an investment) may go down as well as up.

 

^ The SRRI calculation is provided by Morningstar, a leading provider of independent investment research.

* Where five year histories are not available, the mandate states that, for the SRRI calculation, where possible the returns of a comparable benchmark must be used for the period before the history became available. Investment options and their corresponding underlying funds that do not have a rating will be indicated with "U".

 

©2015 Morningstar. All rights reserved. The data contained herein covering Synthetic Risk and Reward Indicators: (1) include the proprietary information of Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) do not constitute investment advice offered by Morningstar; (4) are provided solely for information purposes and therefore are not an offer to buy or sell a security; and (5) are not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers shall be responsible for any trading decisions, damages, or losses arising from any use of this information. Morningstar is a leading provider of independent investment research in North America, Europe, Australia, and Asia.

 

 

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