STRATEGIC ASSET ALLOCATION

Model ETF Portfolios



  • Core
  • Enhanced
SECTOR PORTFOLIOS
Model Name Allocation
Equity/FI
Suggested
Investment
Core: Australian Equities (2 ETF) 100/0 $20,000
Core: Australian Equities (4 ETF) 100/0 $50,000
Core: Global Equities 100/0 $20,000
Core: Global Equity Income 100/0 $20,000

DIVERSIFIED PORTFOLIOS
Model Name Allocation
Equity/FI
Suggested
Investment
Core: Conservative Strategy 20/80 $20,000
Core: Moderate Strategy 40/60 $20,000
Core: Balanced Strategy 60/40 $20,000
Core: Growth Strategy 80/20 $20,000
Core: High Growth Strategy 100/0 $20,000

SECTOR PORTFOLIOS
Model Name Allocation
Equity/FI
Suggested
Investment
Enhanced: Australian Equities 100/0 $100,000
Enhanced: Global Equities 100/0 $100,000
Enhanced: Global Equity Income 100/0 $100,000

DIVERSIFIED PORTFOLIOS
Model Name Allocation
Equity/FI
Suggested
Investment
Enhanced: Conservative Strategy 20/80 $100,000
Enhanced: Moderate Strategy 40/60 $100,000
Enhanced: Balanced Strategy 60/40 $100,000
Enhanced: Growth Strategy 80/20 $100,000
Enhanced: High Growth Strategy 100/0 $100,000