CONQUEST
Asset Allocation Program

The CONQUEST program offers a range of portfolios for investors based on individual risk tolerance.

Conservative (0-50% stocks)

The objective of the CONQUEST CONSERVATIVE PORTFOLIO is to provide a risk-adjusted return better than that of a portfolio comprised of 25% stocks and 75% bonds over time.

Balanced (25-75% stocks)

The objective of the CONQUEST BALANCED PORTFOLIO is to provide a risk-adjusted return better than that of a portfolio comprised of 50% stocks and 50% bonds over time.

Moderate Growth (50-100% stocks)

The objective of the CONQUEST MODERATE GROWTH portfolio is to provide a risk-adjusted return better than that of a portfolio comprised of 75% stocks and 25% bonds over time.

 Aggressive (80-100% stocks)

The objective of the CONQUEST AGGRESSIVE GROWTH PORTFOLIO is to provide a risk-adjusted return better than that of a portfolio comprised of 90% stocks and 10% bonds over time.

Please see important disclosures.