Growth
Managed Fund Model SMA Growth
This is a growth-oriented portfolio with a small allocation to defensive assets which should slightly reduce the shorter-term fluctuations of the portfolio’s value.
Asset class
Asset allocation
Expected long-term average
Min
Max
Cash
10%
2%
30%
Fixed interest
15%
0%
30%
Property securities
10%
0%
25%
Australian equities
40%
0%
60%
International equities
25%
0%
45%
Alternative equity assets
0%
0%
15%
TOTAL
100%
% in Growth Assets
75%
Investment Objective
To produce a Return (before tax and after investment fees) that equals inflation plus 4.0% p.a.
Who is this for?
This portfolio is suited to investors who can accept a significant risk of a negative return in any one year in return for higher returns over the longer term.