Consider a margin loan where you can choose from over 660 approved Australian securities.
Investment objective
The fund aims to provide a high level of capital growth over the long term (at least five years) from a balanced portfolio of assets.
Investment strategy
Invests either directly in assets or indirectly through collective assets (such as life policies or unit trusts) so that the underlying investments of the fund include assets with high long-term growth potential, such as Australian and international shares and property.
| Asset type | Neutral position | Range | ![]() | |
| Cash | 5% | (0-20%) | ||
| International shares | 22% | (12-32%) | ||
| Australian shares | 33% | (23-43%) | ||
| Property securities | 10% | (0-20%) | ||
| International fixed interest | 10% | (0-20%) | ||
| Australian fixed interest | 20% | (10-30%) |