SBS Wealth Investment Strategy

Growth Strategy

The Strategy invests into the following SBS Wealth funds: 60% into the World Equity Portfolio; 20% into the Australasian Equity Portfolio; 12% into the World Bond Portfolio; and 8% into the New Zealand Bond Portfolio.

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

Recommended minimum investment timeframe: 6 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

3.90%

3-month

5.46%

1-year p.a.

n/a

3-year p.a.

n/a

5-year p.a.

n/a

7-year p.a.

n/a