1300 785 420

Managed Fund Model SMA Conservative

This portfolio invests mainly in defensive assets such as fixed interest securities, but includes significant investment in assets such as equities to provide some capital growth.
Asset class Asset allocation
  Expected long-term average Min Max
Cash 30% 10% 80%
Fixed interest 35% 20% 80%
Property securities 10% 0% 15%
Australian equities 15% 0% 30%
International equities 10% 0% 20%
Alternative equity assets 0% 0% 10%
TOTAL 100%    
% in Growth Assets 35%    

Investment Objective

To produce a Return (before tax and after investment fees) that equals inflation plus 2.5% p.a.

Who is this for?

This portfolio is suited to investors who place a greater value on capital stability, but who also want some protection of the value of their assets against the effects of inflation.