Australian Tax Effective Share Fund

For more information
call 131 817

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

The Fund invests in shares of Australian companies most of which are expected to pay franked dividends, that is, dividends to which imputation tax credits are attached. The Fund may also invest in a range of other listed or unlisted corporate securities, such as preference shares.

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%

This Fund is suitable for investors who:

Have an investment timeframe of at least five years
Want to invest in a portfolio of Australian shares
Are looking for a tax-effective income
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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