Balanced Bond Fund
To provide investors with capital growth over the long term (7- 10 years) through exposure to a diversified portfolio of assets.
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.
|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 1.875% 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* (%)||-2.81||-1.29||-0.01||4.40||5.34|
|*Updated 31/12/18. 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 Fixed Interest||0||35||37.93|
*Fund Manager is currently rebalancing the portfolios due to market movements
Top 5 Holdings
- Betashares Australian Investment Grade Corporate Bond ETF
- Macquarie True Index Fixed Interest Fund
- Vanguard All-World ex-U.S. Shares Index ETF
- Centuria Metropolitan REIT
- Smallco Broadcap Fund