CorePlus Dynamic

RiskHigh
Suggested term6 years

A diversified portfolio of securities with the emphasis on achieving capital growth through investment into Australian Equities and International Equities.

CorePlus Dynamic

Portfolios

Portfolio Description

A diversified portfolio of securities with the emphasis on achieving capital growth through investment into Australian Equities and International Equities.

The portfolio may also invest into Property and Alternative Investments, Alternate asset classes and Alternative investment strategies.

The exposure to each of these Asset Classes will vary according to market conditions.

The Portfolio is managed based on the assumption that capital growth is prioritised over income.

Investment Objective

To provide high total returns over the investment timeframe through exposure to a diversified portfolio of investments with an emphasis on growth assets.

Performance Objective

To outperform the S&P/ASX 200 Index 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.
  2. Currency; Understand that the portfolio may have exposure to international assets and securities which may be subject to foreign currency exposure.

Breakdown

Defensive / Growth Portfolio Allocation

Portfolio AllocationAllocation RangeIndicative Allocation
Defensive2 - 40%3%
Growth60 - 98%97%

Asset Class Allocation

Asset Class AllocationAsset Class RangeIndicative Allocation
Australian Equities30 - 98%50%
Property0 - 20%0%
International Equities30 - 98%30%
Fixed Interest0 - 10%0%
Alternative Investments0 - 40%17%
Cash2 - 40%3%

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Financial Services Guide

2023 © Core Wealth Advisors Pty Ltd.

Core Wealth Advisors Pty Ltd (ABN 21 623 746 430) are an authorised representative of Core Advisor Group Pty Ltd (ABN 19 109 451 916) which holds an Australian Financial Licence (No: 281394) and is a Registered Life Insurance Broker.

Past performance is not an indication of future performance. In preparing this content, individual circumstances, for example tax implications, have not been taken into account and it may, therefore, not be applicable to an individual’s situation. Before making an investment decision, you should consider your circumstances and whether the information is applicable to your situation, personal objectives and circumstances.

As this information (including the statements on taxation which are of a general nature only and based on current laws, rulings and interpretation) has been prepared without considering your objectives, financial situation or needs, it is not to be considered as advice; you should, before acting on this information, consider its appropriateness to your circumstances, objectives, financial situation or needs.