Australian Growth Share Fund

For more information
call 131 817

Investment objective & strategy
To provide capital growth and some tax-effective income over the long term (at least five years) from investment in Australian shares.

The Fund invests in shares of Australian companies. As the primary objective is to generate capital growth, the Fund has an emphasis on investment in companies with good long-term growth prospects. The Fund may also invest in a range of other listed or unlisted corporate securities.

Target investment mix
The illustration below outlines the standard allocation range of each investment type for the Fund. The actual investment mix may vary depending on market conditions. Income-only investments 0-10%, Australian shares 90-100%

Who should invest?
This Fund is suitable for investors who:

Have an investment time frame of at least five years
Want to invest in a portfolio of Australian shares with a focus on growth
Are looking to build wealth over time
Are willing to accept the risks of potential volatility associated with a sharemarket investment.

To get information about other Funds within this portfolio return to the product comparison table.

Want to invest more?

Consider a margin loan where you can choose from over 660 approved Australian securities.

Get financial advice

Find out what to expect and how to arrange a meeting with no obligation.

Call us on 131 817
select option 5
Monday to Friday
8.00am - 6.30pm (AEST)

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