Investor suitability

For those who:

  • want returns with lower than average volatility
  • are investing for the medium term
  • can tolerate low to medium risk

Fund overview

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

Fund facts (2020-05-29)

Asset class

Asset Allocation

Income distribution


Minimum investment

$500 initial / $100 additional

Growth of $10,000