Dynamic Growth Fund

For more information
call 131 817

Investment objective & strategy

To maximise capital growth over the long-term (at least five years) from a dynamic portfolio that includes a high proportion of Australian and international shares.

A significant proportion of assets, normally between 60 percent and 80 percent, is invested in Australian and international shares. This means that the likelihood of short-term fluctuations in capital value is expected to be greater with this strategy than with other strategies offered.

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 5% (0-40%), International Shares 30%(15-45%) Australian shares 40% (25-55%), Property securities 10%(0-25%), International Bonds/Debt Securities 5%(0-20%), Australian bonds/Debt securities 10% (0-25%)

Income-only investments 5% (0-40%), International Shares 30%(15-45%) Australian shares 40% (25-55%), Property securities 10%(0-25%), International Bonds/Debt Securities 5%(0-20%), Australian bonds/Debt securities 10% (0-25%)

Who should invest?

This Fund is suitable for investors who:

Have an investment timeframe of at least five years
Want to take full advantage of the potential for capital growth
Are looking to build wealth over time
Understand that returns may vary considerably from year to year

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)

Apply now

Read a Product Information Brochure for a product that interests you and apply now.

General advice on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include Product Disclosure Statements (PDS) for some products. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers.

By accessing and viewing this website you agree to be bound by the Terms and Conditions of this website.