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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%