At a glance
- want to rely largely on the market for returns,
- want a diversified portfolio that invests mainly in defensive assets,
- consider preserving their capital an important but not overriding concern, and
- want to receive a regular income stream with some tax advantages.
The portfolio aims to provide a return higher than its benchmark (before fees) over 3 year periods. We aim to achieve this by actively managing the portfolio. This includes reducing risk in the portfolio if market risk is high. As a result, there may be smaller losses than the benchmark in weak or falling markets and potentially lower returns than the benchmark in strong markets.
A combination of market indices, weighted according to the asset allocation. See details of the portfolio's current benchmark for an investment outside super or pension.
Minimum suggested time to invest