Diversified Growth Portfolio
A multi-asset portfolio balancing equity growth with income-generating assets.
Target return
+11.00% p.a.
Target return reflects the portfolio's long-term objective across a full market cycle. Returns are not guaranteed and will vary year to year.
Duration
24 months
Minimum allocation
$1,000.00
Maximum allocation
$500,000.00
About this plan
The Diversified Growth Portfolio spreads capital across equities, fixed income and alternative assets. Allocation is reviewed quarterly with the objective of balancing long-term growth against drawdown risk.
Historical performance
+9.80%
Historical figures are provided for context. Past performance does not guarantee future results.
Terms
Minimum holding period of 24 months. Portfolio allocation may be rebalanced at the manager's discretion within the stated mandate.
Risk disclosure
Diversification reduces but does not eliminate risk. This portfolio holds market-linked assets whose value fluctuates, including the possible loss of principal.