Objectives
Objective: To provide investors with a long term investment return greater than those achieved from cash, fixed interest and balanced portfolios.
Investment Strategy: The Fund invests, using a multi manager approach, mainly in equity and property assets with a very low allocation to fixed interest and cash assets. The fund also employs a level of internal gearing to generate these excess returns.
Time Frame: An investor seeking higher returns with a focus on long-term outcomes combined with little regard for short-term results including a higher incidence of capital loss. Minimum 7 years.
Market Exposure: The benchmark market exposure for the portfolio is outlined below:
Aggressive Asset Allocation
| Investment Strategy | Provide investors with a high allocation to growth assets including Australian & International equities and Australian property, utilising the benefits of moderate gearing. |
| Suitable for | Investors with very high risk tolerance and long investment timeframe |
| Suitable timeframe | 7 years plus |
| Recommended Minimum | $20,000, as balances below this amount may incur a small account keeping fee |
| Approx. % of portfolio in shares and property | 90% |
| Volatility | High |
| Returns | High |
The below chart represents where a diversified aggressive portfolio sits in relation to other portfolio types and asset classes.
