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Managed Fund Model SMA Moderate Growth

This portfolio has a higher level of investment in growth assets which are subject to volatile markets. It is expected to have lower short-term fluctuations in value than the other more growth-based investment portfolios. The aim is to produce moderate capital growth in a medium- to long-term time frame.
Asset class Asset allocation
  Expected long-term average Min Max
Cash 15% 5% 30%
Fixed interest 20% 20% 30%
Property securities 10% 0% 25%
Australian equities 35% 0% 60%
International equities 20% 0% 45%
Alternative equity assets 0% 0% 15%
TOTAL 100%    
% in Growth Assets 65%    

Investment Objective

To produce a Return (before tax and after investment fees) that equals inflation plus 3.5% p.a.

Who is this for?

This portfolio is suited to investors who can accept more risk of a negative return in any one year in exchange for higher returns over the longer term.