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Investment options

Each product has a range of investment options which are listed below. The long term or strategic asset allocations for each of our Funds are reviewed at least annually and revised if necessary.


Cash

Cash is designed to suit investors with a time horizon of up to 2 years and who seek secure returns from cash.

Fixed Term

Fixed Term is designed to suit investors who wish to lock in a fixed rate of return for the selected term of the investment.

Fixed Interest

Fixed Interest is designed to suit investors who wish to take moderate levels of risk with a modest potential for capital appreciation.

Capital Stable

Capital Stable is designed to suit investors who seek some capital growth over the medium term (3-4 years) while at the same time maintaining a relatively high level of capital security.

Moderate

Moderate is designed to suit investors who seek capital growth over the medium term and are willing to accept a moderate level of risk. Target timeframe is 4-5 years or longer.

Balanced

Balanced is designed to suit investors who are seeking higher returns and are willing to accept a higher level of risk. Target timeframe is 5-6 years or longer.

Growth

Growth is designed to suit investors who wish to maximise long term investment returns and are willing to accept a higher level of risk than the Balanced Fund. Target timeframe is 7 or more years.

Growth Plus

Growth Plus is designed to suit investors who wish to maximise long term investment returns and are willing to accept a higher level of risk than the Growth Fund. Target timeframe is 10 or more years.

Australian Equities

Australian Equities is designed to suit investors who wish to maximise long term investment returns and have a 100% exposure to Australian equities. Target timeframe is 10 or more years.

International Equities

International Equities is designed to suit investors who wish to maximise long term investment returns and have a 100% exposure to international equities. Target timeframe is 10 or more years.