Growth
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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% |
| Property | 10% | 0% | 25% |
| Australian equities | 40% | 0% | 60% |
| International equities | 25% | 0% | 45% |
| TOTAL | 100% | ||
| % in Growth Assets | 75% | ||
Investment Objective
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% |