Investor suitability

For those who:

  • want to invest in a diversified portfolio of equity and income securities designed for steady, long-term growth
  • are investing for the medium and/or long term
  • can tolerate low to moderate risk

Fund overview

The Fund invests in the Harbour Corporate Class and Select Income Managed Corporate Class. The Underlying Funds are combined to hold about 55% in shares and 45% in bonds.

Fund facts (2021-03-31)

Asset class

Global Balanced

Income distribution


Minimum investment

$500 initial / $100 additional

Growth of $10,000