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.
Focus: Income
Volatility: Lower
Minimum timeframe: 3 years
EXPECTED RETURN
EXPECTED RISK
Conservative
Get exposure to capital growth and income with these dynamically managed portfolios.
Multi-Asset Managed Portfolios
Diversified 50
Balanced
Growth
High Growth
Geared 120
Fact sheet
30% Growth | 70% DEFENSIVE
Available on:
Diversified 50
Trade Note
The portfolio aims to provide returns over the medium term, with moderate volatility, consistent with a diversified mix of defensive and growth oriented assets.
Focus: Mix of income and growth
Volatility: Medium
Minumum timeframe: 4 years
Diversified 50
Available on:
50% Growth | 50% DEFENSIVE
Balanced
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.
Focus: predominantly growth
Volatility: medium
Minimum timeframe: 5 years
Balanced
Available on:
70% Growth | 30% DEFENSIVE
Growth
Diversified 50
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.
Focus: capital growth
Volatility: Higher
Minimum timeframe: 6 years
Growth
Available on:
90% Growth | 10% DEFENSIVE
high Growth
balanced
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.
Focus: capital growth
Volatility: higher
Minimum timeframe: 6 years
High Growth
Available on:
100% Growth | 0% DEFENSIVE
Geared 120
growth
Fact sheet
The portfolio aims to provide long-term capital growth, focusing on growth assets while accepting medium-term value fluctuations. It typically maintains a 120% exposure to growth investments, with around 20% allocated to geared strategies.
Focus: capital growth
Volatility: higher
Minimum timeframe: 7 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
Trade Note
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