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A blend of regular income & consistent capital growth

Investment Objective

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.

Investment Strategy and Approach

The Investment Committee have defined the investment universe of each of the Investment Options and established the investment guidelines appropriate for the particular investment strategies. The investment process is multi-faceted. It focuses primarily on intensive bottom-up research to identify quality investments that are attractively priced and offer an appropriately compensated risk-reward relationship. This bottom-up research is supplemented by top-down macroeconomic views. Risk management and capital preservation are key themes underlying the portfolio construction. The aim is to reduce asset specific risk and produce consistent and replicable returns.

Designed for Investors Who

  • seek a relatively high level of capital growth on their investment;
  • seek a modest level of income;
  • are willing to accept a high level of short-medium term capital volatility as a trade-off for long-term capital growth;
  • accept the risk of price fluctuations particularly over periods less than the minimum investment timeframe and that capital preservation is not guaranteed; and

Benchmark Index

Morningstar Multi-Sector Growth

Indicative Number of Stocks

25 – 40, held across a range of asset classes and underlying sub-portfolios.

Minimum Suggested Investment Time Frame

5 to 7 years

Asset Allocation Ranges

MINIMUM MODEL INVESTMENTMIN %TARGET %MAX %
Australian Equity283845
International Equity202530
Property & Infrastructure61520
Australian Fixed Interest / Debt Securities2.51520
International Fixed Interest0020
Alternatives0010
Cash2812.5

Investment Fee 1.04% p.a.

Full details on the Fee and Charges that apply to this Model Portfolio are available via the PDS and Investment Menu.  

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Our locations

SYDNEY

L13,
20 Hunter St,
Sydney NSW 2000

P: 1300 788 568

F: 02 8917 2155

BRISBANE

L7, Christie,
320 Adelaide St,
Brisbane QLD 4000

P: 1300 788 568

F: 07 8917 2155

MELBOURNE

L35, Suite 6319,
600 Bourke St,
Melbourne, VIC 3000

P: 1300 788 568

F: 03 8917 2155