Australian Shares Bond Fund

Investment Objective

To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of Australian shares.


Investment Strategy

To primarily invest in a diversified portfolio of Australian shares either directly or through unit trusts.


Key features

Key Features
APIR CodeOVS0010AU
Minimum Initial Investment$500
Minimum Additional Investment$500 for a one-off additional payment
Additional Investment PlanMinimum monthly deposit of $100
Minimum Switching Amount$500
Minimum Balance$500
Contribution FeeNil
Annual Management FeeNet 1.2% p.a.
Suggested Timeframe7 – 10 years
 Effective Tax Rate27%

Performance

The performance of your bond is measured after taxes and fees within this tax paid bond.

3 mth6 mth1 yr3 yr5 yr
Net return* (%)3.1510.583.808.637.85
*Updated 30/06/19. For periods of 1 year or longer, the movement is expressed as an annual rate of return. For periods less than 1 year, the return is expressed as a percentage for that corresponding period. Past performance is not a reliable indicator of future performance.

Australian Shares Bond Fund Performance graph


Target Asset Allocation

Min %Max %
Australian Shares85100
Cash & Derivatives015

Ready to invest?