What is Aggressive Fund?

An aggressive fund holds 90% or more in growth assets (shares, property, infrastructure), targeting the highest long-term returns at the highest short-term volatility.

Detailed Explanation

Aggressive funds sit at the top of the risk spectrum (typically risk indicator 6 or 7). Suited to long timeframes — 15+ years — where members can ride out 30%+ drawdowns. Returns historically average 7–10% annually but can swing widely in any single year.

Example

In a strong year an aggressive fund might return +25%; in a market crash year it might return −30%. Over 20 years it might average 8% annually.

Frequently Asked Questions

Is an aggressive fund right for someone in their 60s?

Usually only for the long-timeframe portion of the portfolio. Most members reduce risk as they near withdrawal.

Related Terms

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