Income
Home > SMAs > Listed Security SMAs > Income
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% |
| Property | 0% | 0% | 10% |
| Australian equities | 0% | 0% | 10% |
| International equities | 0% | 0% | 0% |
| TOTAL | 100% | ||
| % in Growth Assets | 0% | ||
Investment Objective
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% |