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* (%)7.21-0.284.208.707.16
*Updated 31/03/19. 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


Asset Allocation

Min %Max %Actual %
Australian Shares8510086.31
Cash & Derivatives01513.69

Top 5 Holdings

  1. Betashares Australia 200 ETF
  2. Smallco Broadcap Fund
  3. Smallco Investment Fund
  4. Macquarie Treasury Fund
  5. Bennelong Concentrate Equities Fund

Ready to invest?