To provide investors with a blend of regular income (with some franking) and consistent capital growth over the long term from a purposeful portfolio of Australian shares, International Shares, Property, Interest Bearing Securities and Cash. The strategy seeks to deliver strong risk-adjusted total returns over the investment strategy minimum timeframe – provide a return beyond the Benchmark with an equivalent level of risk as measured by monthly variability of returns.

This Model Portfolio suits Investors who: are focused on a growth portfolio, with a benchmark of the Morningstar Multi-Sector Growth return. As a guide, this Model Portfolio will typically consist of 22% Defensive assets and 78% Growth assets. However, each investment manager will manage allocations depending on their assessment of conditions.

This model invests in all-cap Australian Equities and managed funds. The focus is on asset allocation to a majority of growth assets (Australian and international equities) with a small exposure to defensive (fixed income, fixed interest, alternatives / property / infrastructure) assets that match to a High Growth investor risk profile. The model employs an active asset allocation approach, seeking to tilt the model to asset classes that exhibit the desirable return characteristics whilst balancing overall model risk.

This Model Portfolio’s objective is to achieve returns in excess of the S&P/ASX 200 Accumulation index over the medium to long term.