Suited to investors with a higher tolerance for variation in year to year returns, the InvestSMART Balanced Portfolio offers exposure across a range of asset classes such as cash, fixed interest, property and domestic & international equities.
The portfolio provides the potential for moderate to high capital growth in the medium term, with a typical allocation of up to 59% in growth assets, and a recommended minimum timeframe of 3-5 years.
All InvestSMART Diversified portfolios are continually managed by our expert team of analysts and overseen by our Investment Committee, to ensure you have the right mix of securities to meet the investment objectives with the benefits of strategic asset allocation expertise and low cost rebalancing.
| Style: | A diversified portfolio invested across a range of asset classes |
| Benchmark: | The Morningstar Multisector Balanced Index |
| Objective: | To return 2% above the RBA Cash rate over rolling 5 year periods |
| Risk Rating: | Medium |
| Income Potential: | Medium |
| Growth Potential: | Medium |
| Suggested Timeframe: | 5 years + |
| Investment Fee (inc. GST): |
0.67% - 0.97% (depending on amount invested) |
| Minimum Investment: | $5,000 |
| Asset Class | Allocation | |
|---|---|---|
| Australian Equities | 25.99% | |
| International Equities | 20.41% | |
| Property | 7.44% | |
| Cash | 20.12% | |
| Fixed Interest | 26.01% |
To see a full breakdown of investments in this portfolio become a Plus member.
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5 Apr 2016
InvestSMART Balanced Portfolio March Report
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Read more| InvestSMART Diversified Portfolios |
Since Inception * |
PDS | Latest Report |
|---|---|---|---|
| International Equities Model | 9.12% |
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| Property Model | 4.94% |
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| Intelligent Investor - II Growth Model | 4.64% |
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| Growth Model | 4.40% |
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| High Growth Model | 3.89% |
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| Intelligent Investor - II Equity Income Model | 3.69% |
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| Conservative Model | 2.51% |
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| Income Model | 1.81% |
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| Balanced Model | 1.73% |
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| Fixed Income Model | 0.87% |
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| What is an SMA? |
| What are ETFs? |
