1300 785 420

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.