CorePlus AE

RiskHigh
Suggested term6 years

The portfolio is long only and provides exposure to companies listed on the Australian Securities Exchange (ASX).

Portfolio Description

The portfolio is long only and provides exposure to companies listed on the Australian Securities Exchange (ASX).

The portfolio will consist of 15- 35 stocks and will typically be biased to companies that have higher forecast dividends relative to other ASX listed companies.

As the portfolio consists of long only exposure to Australian equities; the capital value of the portfolio will be volatile and valuations may fall.

Investment Objective

To provide high total returns over the investment timeframe through exposure to a diversified portfolio of assets listed on the Australian Securities Exchange with an emphasis on achieving capital growth.

Performance Objective

To outperform the S&P/ASX 200 Total Return over the minimum investment timeframe. S&P/ASX 200 TR Index AUD.

Significant Risks

  1. Volatility and price fluctuation; Understand and accept the risk of valuation fluctuations particularly over periods less than the minimum investment timeframe and that capital preservation is not guaranteed. I.e.; The value of the investment may fluctuate or fall within the period of the suggested minimum investment timeframe.

Breakdown

Defensive / Growth Portfolio Allocation

Portfolio AllocationAllocation RangeIndicative Allocation
Defensive2 - 40%5%
Growth60 - 98%95%

Asset Class Allocation

Asset Class AllocationAsset Class RangeIndicative Allocation
Australian Shares60 - 98%95%
Cash2 - 40%5%