SBS Wealth Investment Strategy

High Growth Strategy

The Strategy invests into the following SBS Wealth funds: 75% into the World Equity Portfolio; and 25% into the Australasian Equity Portfolio.

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

Recommended minimum investment timeframe: 7 years

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

Target Investment mix

As at October 31, 2024

1-month

1.32%

3-month

0.98%

1-year p.a.

n/a

3-year p.a.

n/a

5-year p.a.

n/a

7-year p.a.

n/a