Australian Shares Bond Fund
To provide investors with capital growth over the long term (7-10 years) through exposure to a diversified portfolio of Australian shares.
To primarily invest in a diversified portfolio of Australian shares either directly or through unit trusts.
|Minimum Initial Investment||$500|
|Minimum Additional Investment||$500 for a one-off additional payment|
|Additional Investment Plan||Minimum monthly deposit of $100|
|Minimum Switching Amount||$500|
|Annual Management Fee||Net 1.2% p.a.|
|Suggested Timeframe||7 – 10 years|
|Effective Tax Rate||27%|
The performance of your bond is measured after taxes and fees within this tax paid bond.
|3 mth||6 mth||1 yr||3 yr||5 yr|
|Net return* (%)||4.12||4.33||11.21||10.78||9.17|
|*Updated 31/08/18. 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.|
|Min %||Max %||Actual %|
|Australian Shares Bond||85||100||87.55|
|Cash & Derivatives||0||15||12.45|
Top 5 Holdings
- Smallco Investment Fund
- Smallco Broadcap Fund
- Third Link Growth Fund
- Macquarie Treasury Fund
- Moelis Australia Ltd.