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Growth
Moderate
Version 1

Balanced Yield Strategy

A blended strategy targeting steady total return from income and modest growth.

Target return

+9.25% p.a.

Target return is an estimate across the full term and is not a guaranteed or contractual rate.

Duration

18 months

Minimum allocation

$750.00

Maximum allocation

$400,000.00

About this plan

The Balanced Yield Strategy blends dividend-paying equities with investment-grade credit. It targets a steady total return profile for investors who want growth exposure without a full equity allocation.

Historical performance

+8.60%

Historical figures are provided for context. Past performance does not guarantee future results.

Terms

Capital is committed for 18 months. Distributions, where declared, are credited to your ChainVest wallet.

Risk disclosure

Market-linked investments fluctuate in value. Dividend and coupon payments can be reduced or suspended, and principal is at risk.