Diversified Growth Fund

For more information
call 131 817

Investment objective and strategy
To provide capital growth over the medium to long term (at least four years) from a portfolio that is well diversified among the major asset classes.

The Fund invests in assets either directly or indirectly via other managed investments (including Westpac) so that the underlying assets of the Fund:

Consist of a diversified portfolio across the major investment sectors
Have a significant emphasis on bonds/debt securities and Australian and international 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 10% (5-25%), International Shares 15%(5-25%) Australian shares 25% (15-35%), Property securities 10%(0-20%), International Bonds/Debt Securities 10%(0-20%), Australian bonds/Debt securities 30% (20-40%)

Income-only investments 10% (5-25%), International Shares 15%(5-25%) Australian shares 25% (15-35%), Property securities 10%(0-20%), International Bonds/Debt Securities 10%(0-20%), Australian bonds/Debt securities 30% (20-40%)

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

Have an investment timeframe of at least four years
Want a well-diversified spread of investment returns derived from income-type investments as well as capital growth
Are comfortable with the fact that the value of their investment will change daily
Wish to reduce potential volatility with a diversified portfolio.

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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