Investor suitability

For those who:

  • want to invest in a diversified portfolio of income and equity securities designed for conservative capital growth
  • are investing for the short and/or medium term
  • can tolerate low risk

Fund overview

The Fund invests in the Select 80i20e Managed Portfolio Corporate Class. The Underlying Fund invests about 80% in bonds and 20% in shares.


Fund facts (2020-06-30)

Asset class

Asset Allocation

Income distribution

Annually

Minimum investment

$500 initial / $100 additional

Growth of $10,000