For investors with a high tolerance for volatility, seeking to maximise their returns over the longer term, the InvestSMART High Growth Portfolio offers a low cost, diversified growth investment.
The risk of short term loss is balanced against high potential long term growth, with minimal exposure to defensive assets.
The portfolio invests in a basket of exchange traded funds, tracking uncorrelated growth investments. This provides low cost diversification helping to manage risk across the portfolio, while optimising the potential for gains.
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 high growth portfolio with few defensive assets |
| Benchmark: | The Morningstar Multisector Aggressive Index |
| Objective: | To return 4% above the RBA cash rate over rolling 10 year periods |
| Risk Rating: | Very high |
| Income Potential: | Low |
| Growth Potential: | Very high |
| Suggested Timeframe: | 7 years + |
| Investment Fee (inc. GST): |
0.67% - 0.97% (depending on amount invested) |
| Minimum Investment: | $5,000 |
| Asset Class | Allocation | |
|---|---|---|
| Australian Equities | 41.74% | |
| International Equities | 35.22% | |
| Property | 8.88% | |
| Cash | 14.03% |
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5 Apr 2016
InvestSMART Diversified 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? |
