The object of the Growth Portfolio is to achieve capital appreciation and dividend returns, above and beyond the performance of the All Ordinaries 'Accumulation Index'.
Investors get exposure to active management of a concentrated portfolio of well-researched Australian equities. The investment approach is buying and holding shares with market prices at material discounts to their estimated value. Investments will be sold if they move to a material premium to their estimated value.
| Style: | A portfolio of Australian listed equities and cash |
| Benchmark: | All Ordinaries Accumulation Index |
| Objective: | To outperform the All Ordinaries Accumulation Index by +1% per annum over rolling 3 year periods |
| Risk Rating: | High |
| Income Potential: | Low |
| Growth Potential: | High |
| Suggested Timeframe: | 3 years + |
| Investment Fee (inc. GST): |
0.67% - 0.97% (depending on amount invested) |
| Minimum Investment: | $5,000 |
| Asset Class | Allocation | |
|---|---|---|
| Cash | 4.54% | |
| Australian Equities | 94.95% |
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30 Nov 2015
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Read more| InvestSMART Diversified Portfolios |
Since Inception * |
PDS | Latest Report |
|---|---|---|---|
| International Equities Model | 9.32% |
|
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| Intelligent Investor - II Growth Model | 5.62% |
|
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| Growth Model | 4.95% |
|
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| Intelligent Investor - II Equity Income Model | 4.80% |
|
|
| High Growth Model | 4.60% |
|
|
| Conservative Model | 2.72% |
|
|
| Income Model | 2.07% |
|
|
| Balanced Model | 2.04% |
|
|
| Fixed Income Model | 0.24% |
|
|
| Property Model | -0.29% |
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