Blended Balanced Option
The Blended Balanced Option is typically exposed to a diversified portfolio mix of growth investments around 70% and defensive investments around 30%, using a combined active/passive investment management approach.
|Inception Date||1 Month||3 Months||1 Year||3 Years||5 Years||Since Inception|
Past performance is not a reliable indicator of future performance. Performance is net of fees and charges. Performance for periods longer than 1 year are annualised. This information has been prepared for the purpose of providing general information, without taking into account your objectives, financial situation or needs. Before making an investment decision, you need to consider whether this information is appropriate to your objectives, financial situation or needs. Please consult your financial adviser. This information has been compiled from sources considered to be reliable, but is not guaranteed. Any potential investor should consider the relevant PDS in deciding whether to acquire, or continue to hold units in a fund.
|Assets under management||$174,753,479(As at 10/05/2022)|
|Fund inception||1st April 2005|
|Minimum Investment timeframe||5 years|
|Investment return objective||To earn a return after costs and tax, exceeding CPI by 3.5% p.a., measured over rolling 5 year periods.|
|Investment strategy||Typically exposed to a diversified mix of around 70% growth investments and around 30% defensive investments using a combined active/passive investment management approach. May be exposed to derivatives.|