To provide income and achieve returns (before fees, charges and taxes) that on average exceed inflation by at least 5% per annum, over periods of five years or more.

Investment Strategy:

To invest in a diversified mix of predominantly Australian assets with a bias towards income producing securities. The strategy actively allocates between the asset classes using the manager’s ‘3-D’ tactical asset allocation model, developed to reflect the three core factors that impact investment markets: macro fundamentals, market psychology and market valuation. This process takes into account portfolio risk characteristics and is focused on maximising the tax effectiveness of the portfolio.

Margin Lenders:

Margin Lender	LVR	Website
BT Margin Lending	75%	BT

Note: Investment Objective and Investment Strategy details are copied from Fund Manager PDS or profile documents.

Performance data assumptions

Performance is calculated on an initial investment of $10,000 using entry price, with distributions reinvested using actual unit price. No tax or contribution fees have been deducted from the results. If your own investment was subject to contribution fees or if you did not reinvest distributions, your returns may be less than that shown. Your after-tax returns will also be less. Data is sourced directly from fund managers, but we offer no warranty as to the accuracy of the data, we suggest you verify the data from other sources before acting on the information on this site.

These charts show historical performance only and give no indication of future performance. This information is general in nature and does not take into account your personal circumstances, goals or investment objectives. You should assess whether the information is appropriate for you and consider talking to a financial adviser before making any investment decisions.