Investor suitability

For those who:

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

Fund overview

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


Fund facts (2020-07-31)

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial / $50 additional

Growth of $10,000