IS THIS PORTFOLIO RIGHT FOR YOU?
If so, complete these details and switch to this portfolio today.
Switching entitles you to the 20% Seniors Discount and 10% Switch Discount. Cost saving will be 30% annually.
This portfolio is suitable for people seeking the potential for a consistent income return and a modest amount of capital growth, by investing in a diversified portfolio of income producing assets (70%), and capital growth (30%) assets, with an emphasis on income producing assets.
A low to medium risk of capital loss can be expected, but overall returns are likely to be relatively low. Therefore, the recommended minimum time frame for this portfolio is 3 years.
Note - the returns are after the internal investment expenses of the funds, but before all other fees and taxes.
Learn more about the composition of this portfolio from an independent researcher.
If so, complete these details and switch to this portfolio today.
Switching entitles you to the 20% Seniors Discount and 10% Switch Discount. Cost saving will be 30% annually.