EXPECTED RETURN
EXPECTED RISK
A selection of managed portfolios designed to support fee-conscious or lower balance clients. Get exposure to a diversified range of assets classes, using both index and factor based strategies across various investment managers. Aiming to perform in line with the relevant index (after fees), these portfolios provide investors with capital growth and income over the medium to long term.
Strategic Index Managed Portfolios
Diversified 50
Balanced
Growth
High Growth
Geared 120
Trade Note
Aims to provide returns over the medium term, with moderate volatility consistent with a diversified mix of defensive and growth orientated assets. The managed portfolio aims to perform in line with the benchmark over the long term, after fees.
Minumum timeframe: 4 years
Diversified 50
Available on:
50% Growth | 50% DEFENSIVE
Balanced
Fact sheet
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. The portfolio aims to perform in line with the benchmark over the long term, after fees.
Minimum timeframe: 5 years
Balanced
Available on:
70% Growth | 30% DEFENSIVE
Growth
Diversified 50
Fact sheet
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. The portfolio aims to perform in line with the benchmark over the long term, after fees.
Minimum timeframe: 6 years
Growth
Available on:
90% Growth | 10% DEFENSIVE
high Growth
balanced
Fact sheet
Aims to provide capital growth over the long term consistent with a portfolio focused on growth assets, while accepting fluctuations in capital values in the medium term. The portfolio aims to perform in line with the benchmark over the long term, after fees.
Minimum timeframe: 7 years
High Growth
Available on:
100% Growth | 0% DEFENSIVE
Geared 120
growth
Fact sheet
This portfolio is designed for investors with a minimum 8-yeartimeframe who are seeking a cost-effective diversified portfolio solution, wealth creation over the long term, and are willing to accept the possibility of negative returns, particularly over the short to medium term.
Minimum timeframe: 8 years
Geared 120
Available on:
120% Growth | 0% DEFENSIVE
high growth
Trade note
Trade note
Fact sheet
Trade Note
Trade Note
Trade Note
Trade Note
Learn more
(Please click on each portfolio name to access the relevant fact sheet and the trade note for each portfolio.)