Conservative
The 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 a diversified range of asset classes—using both index and factor based strategies across various investment managers—with these lower-cost, dynamically managed portfolios. They are designed to perform inline with the relevant index (after fees), the portfolios provide investors with capital growth and income over the medium to long term.
Strategic Index Managed Portfolios
Balanced
Balanced Growth
Growth
High Growth
Fact sheet
30% Growth | 70% DEFENSIVE
Available on:
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-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 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
growth
Trade note