Portfolio commenced 8 June 2009
OBJECTIVE:
To outperform inflation.
STRATEGY:
Actively managed with a long-term bias to real assets e.g. equities. The Portfolio normally invests in a wide range of ETFs to gain significant diversification and exceptional liquidity at very low cost.
Asset allocation
Learn more
Bonds 27.2%
Equities 72.2%
Cash 0.5%