Balanced
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% | ||
Description
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.