SBS Wealth Investment Strategy

Balanced Strategy

The Strategy invests into the following SBS Wealth funds: 45% into the World Equity Portfolio; 15% into the Australasian Equity Portfolio; 25% into the World Bond Portfolio; and 15% into the New Zealand Bond Portfolio.

The Strategy aims to achieve higher capital growth and returns over the long term.

Recommended minimum investment timeframe: 5 years

As the Strategy is a model which invests into multiple portfolios, there are no unit prices available for the Strategy.

Asset allocation

Target Investment mix

Current performance

As at November 30, 2024

1-month

3.13%

3-month

4.29%

1-year p.a.

n/a

3-year p.a.

n/a

5-year p.a.

n/a

7-year p.a.

n/a