The Fund provides exposure to a diversified portfolio of growth and defensive assets with the potential to provide long-term capital growth and income and is actively managed.
The Fund is invested in growth assets including Australian equities, international equities and REITs, and defensive assets including fixed interest, alternative assets and cash. The expertise and track record of our investment teams across asset classes may be complemented by specialist external managers.
The strategic asset allocation and ongoing tactical asset allocation are reviewed and monitored by the Asset Allocation Committee made up of senior investment team members with macroeconomic input. The portfolio is constructed within a disciplined risk management framework, which is overseen by the portfolio manager.
Investment objective
The Fund aims to outperform the Morningstar Australia Fund Multisector Growth category average, after fees, over a four-year period.