Growth Listed Security SMA
This is a growth-oriented portfolio with a small allocation to defensive assets which should slightly reduce the shorter-term fluctuations of the portfolio’s value.
|Asset class||Asset allocation|
|Expected long-term average||Min||Max|
|Cash & Fixed interest||25%||5%||100%|
|% in Growth Assets||75%|
To produce a Return (before tax and after investment fees) that equals inflation plus 4.0% p.a. over rolling eight-year periods
Who is this for?
This portfolio is suited to investors who can accept a significant risk of a negative return in any one year in return for higher returns over the longer term.
Expected returns over 10 year period
|Income per annum||4.21%|
|Capital Growth per annum||3.32%|
|TOTAL per annum||7.53%|
|Franking Credits included in income||0.65%|
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||20%|