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The Income Portfolio aims to drive income generation across a diversified base of asset classes. Suitable for investors seeking a diversified portfolio with an income focus and have a medium-term investment horizon.

Investors seeking a diversified portfolio with an income focus and have a medium term investment horizon. The portfolio is suitable for those with a medium risk tolerance who can accept some volatility with their investment.

70% defensive (fixed interest, cash)

30% growth (equities, alternatives)

3% per annum before fees over rolling 10-year periods

Moderate

4 years+

The Balanced Portfolio seeks to provide optimal capital efficiency over a long-term horizon. It has ran exposure to both growth and defensive assets but with biases towards growth.

Investors seeking a diversified portfolio weighted towards growth assets and have a medium term investment horizon. The portfolio is suitable to those with a medium to high risk tolerance and who can accept a greater level of market volatility.

50% defensive (fixed interest, cash)

50% growth (equities, property, alternatives)

4%-6% per annum before fees over rolling 10-year periods

Medium To High

5 years+

The Growth Portfolio seeks to provide optimal capital efficiency over a long-term horizon. The portfolio focuses predominantly on capital growth with exposures weighted to growth assets, along with some exposure to defensive assets.

Investors seeking capital growth and have a medium to long-term investment horizon. The portfolio is suitable for those with a high-risk tolerance and who can accept high levels of volatility.

30% defensive (fixed interest, cash)

70% growth (equities, property, alternatives)

5%-7% per annum before fees over rolling 10-year periods

High

7 years+

The Income Portfolio aims to drive income generation across a diversified base of asset classes. In contrast to the income (core) portfolio, the enhanced portfolio provides additional exposure to property and global fixed interest securities.

Investors with larger capital bases seeking a diversified portfolio with an income focus and have a medium-term investment horizon.

70% defensive (fixed interest, cash)

30% growth (equities, property, alternatives)

3% per annum before fees over rolling 10-year periods

Low to Moderate

4+ Years

The Balanced Portfolio seeks to provide optimal capital efficiency over a long-term horizon. It has run exposure to both growth and defensive assets, but with biases towards growth. In contrast to the balanced (core) portfolio, the enhanced portfolio provides additional exposure to Australian and international property.

Investors with larger capital bases seeking a diversified portfolio weighted towards growth assets and a medium-term investment horizon.

50% defensive (fixed interest, cash)

50% growth (equities, property, alternatives)

4%-6% per annum before fees over rolling 10-year periods

Medium To High

5 years+

The Growth Portfolio seeks to provide optimal capital efficiency over a long-term horizon. In contrast to the growth (core) portfolio, the enhanced growth portfolio provides additional exposure to Australian and international property. The portfolio focuses predominantly on capital growth with exposures weighted to growth assets, along with some exposure to defensive assets.

Investors with larger capital bases with high -risk tolerance and who can accept high levels of volatility.

30% defensive (fixed interest, cash)

70% growth (equities, property, alternatives)

5%-7% per annum before fees over a rolling 10-year periods

High

7 years+

The Growth Portfolio with Direct Equities seeks to provide optimal capital efficiency over a long-term horizon. The portfolio focuses on capital growth over the long-term.

Investors seeking exposure & control with Australian direct equities and higher levels of franking credits. It is suitable for those with high-risk tolerance and who can accept high levels of volatility.

30% defensive (fixed interest, cash)

70% growth (equities, property, alternatives)

5%-7% per annum before fees over rolling 10-year periods

High

7+ Years