Balanced Listed Security SMA
This portfolio has a higher level of investment in growth assets which are subject to volatile markets. It is expected to have lower short-term fluctuations in value than the other more growth-based investment portfolios. The aim is to produce moderate capital growth in a medium- to long-term time frame. It has a relatively balanced exposure to growth and defensive assets.
|Asset Class||Asset Allocation|
|Expected long-term average||Min||Max|
|Cash & Fixed interest||35%||20%||100%|
|% in Growth Assets||65%|
To produce a Return (before tax and after investment fees) that equals inflation plus 2.5% p.a.over rolling 8-year periods.
Who is this for?
This portfolio is suited to investors who can accept more risk of a negative return in any one year in exchange for higher returns over the longer term.
Expected returns over 10 year period
|Income per annum||3.39%|
|Capital Growth per annum||2.83%|
|TOTAL per annum||6.22%|
|Franking Credits included in income||0.55%|
Expected risks of return shortfalls
|Chance of return falling short of investment objective over a 10-year period||20%|
|Chance of a negative return in any one year||15%|