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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%
Property 10% 0% 25%
Australian equities 35% 0% 25%
International equities 20% 0% 40%
TOTAL 100%    
% in Growth Assets 65%    


Investment Objective

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%