Conservative
The managed portfolio aims to provide returns over the short to medium term, with low volatility, consistent with a diversified mix of predominantly defensive assets and some growth-oriented assets.
EXPECTED RETURN
EXPECTED RISK
Conservative
Get exposure to capital growth and income with these dynamically managed portfolios.
Multi-Asset Managed Portfolios
Balanced
Balanced Growth
Growth
High Growth
High Growth Plus
Fact sheet
30% Growth | 70% DEFENSIVE
Available on:
Funds only
Core Model
Balanced
Fact sheet
The portfolio aims to provide returns over the medium term, with moderate volatility, consistent with a diversified mix of defensive and growth oriented assets.
Balanced
Available on:
50% Growth | 50% DEFENSIVE
Balanced Growth
conservative
Fact sheet
The portfolio aims to provide returns over the medium to long term, with moderate to high volatility, consistent with a diversified mix of predominantly growth oriented assets and some defensive assets.
Balanced Growth
Available on:
70% Growth | 30% DEFENSIVE
Growth
balanced
Fact sheet
The portfolio aims to provide capital growth over the long term consistent with a portfolio focusing on growth assets, while accepting fluctuations in capital values in the short term.
Growth
Available on:
90% Growth | 10% DEFENSIVE
high Growth
balanced growth
Fact sheet
The portfolio aims to provide capital growth over the long term, consistent with a portfolio focusing solely on growth-oriented assets, while accepting fluctuations in capital values in the medium term.
High Growth
Available on:
100% Growth | 0% DEFENSIVE
high Growth PLUS
growth
Fact sheet
The portfolio aims to provide capital growth over the long term, consistent with a portfolio focusing solely on growth assets, while accepting fluctuations in capital values in the medium term. The portfolio typically has exposure to growth investments of around 120% as the allocation to geared investment strategies will generally be 20% of the portfolio.
High Growth Plus
Available on:
120% Growth | 0% DEFENSIVE
high growth
Fact sheet
The portfolio aims to provide capital growth over the long term consistent with a portfolio focusing on solely growth assets, while accepting fluctuations in capital values in the medium term.
High Growth
Available on:
100% Growth | 0% DEFENSIVE
growth
Fact sheet
The portfolio aims to provide capital growth over the long term consistent with a portfolio focusing on growth-oriented assets, while accepting fluctuations in capital values in the short term.
Growth
Available on:
90% Growth | 10% DEFENSIVE
high Growth
balanced growth
Fact sheet
The portfolio aims to provide returns over the medium to long term, with moderate to high volatility, consistent with a diversified mix of predominantly growth-oriented assets and some defensive assets.
Balanced Growth
Available on:
70% Growth | 30% DEFENSIVE
Growth
conservative
Fact sheet
The managed portfolio aims to provide returns over the short to medium term, with low volatility, consistent with a diversified mix of predominantly defensive assets and some growth-oriented assets.
Conservative
Available on:
30% Growth | 70% DEFENSIVE
Balanced growth
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