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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%