Investor suitability

For those who:

  • want capital growth and income while diversifying risk
  • are investing for the medium term
  • want to invest in an optimized portfolio of equity and income funds
  • can tolerate low to medium risk

Fund overview

The Fund invests in the Portfolio Series Balanced Fund. The underlying fund invests mostly in shares and bonds from around the world.

Fund facts (2021-06-30)

Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial / $50 additional

Growth of $10,000