Five funds overview
Pick from five ready-made funds that have low fees and charges. Alternatively, the online advice can advise which fund is best for you.
Each fund has a different level of risk from 'low' to 'high'. The more risk you are willing to take, the greater the potential you have for a larger return over the long term.
Keep track of how your investment is doing anytime, anywhere with your online investment account.
Personal Portfolio 1 Fund
This is the lowest risk fund in the range with an emphasis towards low risk assets, such as bonds. The low risk fund invests at least 70% of its value in bonds.
The long term asset mix is made up of 80% Bonds, 18% Equity and 2% Cash.
Low to Medium Risk
Personal Portfolio 2 Fund
As the risk increases, the amount invested in lower risk investments, such as bonds reduces. The low to medium risk fund invests at least 50% of its value in bonds.
The long term asset mix is made up of 60% Bonds, 38% Equity and 2% Cash.
Personal Portfolio 3 Fund
The medium risk fund has an increasing exposure to higher risk investments, such as equities. The medium risk fund invests at least 45% of its value in equities.
The long term asset mix is made up of 44% Bonds, 54% Equity and 2% Cash.
Medium to High Risk
Personal Portfolio 4 Fund
As risk increases further, so does the exposure to equities. The medium to high risk fund invests at least 65% of its value in equities.
The long term asset mix is made up of 24% Bonds, 74% Equity and 2% Cash.
Personal Portfolio 5 Fund
This is the highest risk fund in the range with the greatest emphasis on higher risk assets, such as equities. The high risk fund invests at least 90% of its value in equities. As the risk profile increases to a high level, so does the feasibility of a large return or a larger capital loss.
The long term asset mix is made up of 98% Equity and 2% Cash.
Our funds' asset mix allocation may vary but will always be consistent with their objective.
Each illustration shows long term asset mix, effective from January 2017.
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