Investor suitability

For those who:

  • want moderate long-term capital growth
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

The Fund invests in the Portfolio Series Balanced Growth Fund. The Underlying Fund invests mostly in shares and bonds of firms from around the world.


Fund facts (2020-06-30)

Inception date

2012-08-01

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000