High Growth
High Growth Listed Security SMA
This is a growth based portfolio almost wholly invested in assets subject to volatile market risk in pursuit of long-term growth.
| Asset class | Asset allocation | ||
|---|---|---|---|
| Expected long-term average | Min | Max | |
| Cash & Fixed interest | 10% | 2% | 100% |
| Property | 10% | 0% | 25% |
| Australian equities | 45% | 0% | 70% |
| International equities | 35% | 0% | 55% |
| TOTAL | 100% | ||
| % in Growth Assets | 90% | ||
Investment Objective
To produce a Return (before tax and after investment fees) that equals inflation plus 4.5% p.a.over rolling 8-year periods.
Who is this for?
This portfolio is suited to investors who are prepared to risk high short-term fluctuations in values and a higher chance of capital loss in pursuit of higher rates of long-term return.
Expected returns over 10 year period
| Income per annum | 4.28% |
| Capital Growth per annum | 4.11% |
| TOTAL per annum | 8.39% |
| Franking Credits included in income | 0.85% |
Expected risks of return shortfalls
| Chance of return falling short of investment objective over a 10-year period | 30% |
| Chance of a negative return in any one year | 25% |