Balanced Bond Fund

Investment objective

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


Investment strategy

The Balanced Bond invests in a diversified portfolio of assets, including both growth securities (i.e. Australian and international shares and property) and income securities (i.e. fixed interest and cash). Exposure to property may include both direct real property investments and investments in listed and unlisted property securities.


Key features

Key Features
APIR CodeOVS0011AU
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 1.875% 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* (%)2.576.435.067.046.17
*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.

Balanced Bond Fund Graph


Target Asset Allocation

Min %Max %
Australian Shares20 55
International Shares1040
Property020
Cash015
Australian Fixed Interest035
Alternative Assets015

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