Listed Security SMA Income
This portfolio has its main emphasis on preserving capital and generating some income.
|Asset class||Asset allocation|
|Expected long-term average||Min||Max|
|Cash & Fixed interest||100%||90%||100%|
|% in Growth Assets||0%|
To produce a Return (before tax and after investment fees) that equals inflation plus 1.5% p.a.over rolling 5-year periods.
Who is this for?
This portfolio is suited to investors who prefer to preserve capital value at the risk and expense of exposure to the longer-term effects of inflation on the purchasing power of their assets.
Expected returns over 10 year period
|Income per annum||3.0%|
|Capital Growth per annum||0%|
|TOTAL per annum||3.0%|
|Franking Credits included in income||0%|
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||5%|