Back to: Fund details

Investment objective
The fund aims to provide a conservative level of capital growth over the medium term (at least three years) and a relatively high level of interest earnings.

Investment strategy
Invests either directly in assets or indirectly through collective investments (such as life policies or unit trusts) so that:

• The majority of the underlying assets provide income for reinvestment. Such assets include bank-backed bills, fixed interest and cash on deposit
• Part of the underlying assets of the fund includes growth assets, such as shares and property, to provide potential for higher returns

	Asset type	Neutral position	Range
	Cash	45%	(40-60%)
	International shares	5%	(0-10%)
	Australian shares	10%	(5-15%)
	Property securities	5%	(0-20%)
	International fixed interest	10%	(0-20%)
	Australian fixed interest	25%	(10-30%)