Autumn have worked with Templeton Asset Management Ltd to formulate model portfolios of different risk levels. The projected returns and projected volatility of the model portfolios were based on Franklin Templeton’s long term capital market expectations (CME) of the asset class comprising the portfolios. The foundation of Franklin Templeton’s forecasts are based on data that drives capital markets, such as current valuation measures, historical risk premia, expected economic growth rates and inflation prospects. These are updated and reviewed regularly for their continued appropriateness. Franklin Templeton’s approach is forward-looking, rather than being based on historical average returns.


Autumn do not guarantee that the model portfolio will generate the projected returns. These projected volatility and returns are for illustration purposes only and is not necessarily indicative of the future or likely performance of the portfolio. It should not be construed as guaranteed future or forecast returns.