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Managed Fund Model SMA Balanced

Asset class Asset allocation
Expected long-term average Min Max
Cash 20% 5% 30%
Fixed interest 30% 0% 50%
Property securities 10% 0% 25%
Australian equities 25% 0% 60%
International equities 15% 0% 45%
Alternative equity assets 0% 0% 15%
TOTAL 100%
% in Growth Assets 50%


This portfolio is expected to have a long term average of 50% in growth assets which are subject to volatile markets. The portfolio is expected to have lower short-term fluctuations in value than the other more growth-based investment portfolios.

The aim

The aim is to produce moderate capital growth in a medium to long-term time frame. The portfolio has a relatively balanced exposure to growth and defensive assets.

Investment Objective

To produce a Return (before tax and after investment fees) that equals inflation plus 3.0% p.a.

Who is this for?

This portfolio is suited to investors who are seeking some capital stability from a balanced investment approach as well as some growth to protect asset values against the effects of inflation.