The InvestSMART Diversified Conservative Portfolio diversifies across a variety of asset classes to offer steady income with a lower level of risk.
Suitable for investors who prefer short term capital security combined with reliable longer term returns, it offers diversification across a variety of uncorrelated asset classes, with the simplicity of a single investment.
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 largely defensive portfolio with some growth assets |
| Benchmark: | The Morningstar Multisector Moderate Index |
| Objective: | To return 1% above the RBA Cash rate over rolling 3 year periods |
| Risk Rating: | Low |
| Income Potential: | Medium |
| Growth Potential: | Low |
| Suggested Timeframe: | 4 years + |
| Investment Fee (inc. GST): |
0.67% - 0.97% (depending on amount invested) |
| Minimum Investment: | $5,000 |
| Asset Class | Allocation | |
|---|---|---|
| Australian Equities | 16.85% | |
| International Equities | 11.73% | |
| Property | 4.82% | |
| Cash | 32.33% | |
| Fixed Interest | 34.72% |
To see a full breakdown of investments in this portfolio become a Plus member.
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5 Apr 2016
InvestSMART Conservative 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? |
