• Best Conservative Investment In Australia | Investor Desk

    Conservative Income

    Investment Objective

    Aims to secure regular income through an emphasis on defensive assets, over a period of one to three years by investing in a diversified portfolio. A mix of active and passive management approaches is used and the portfolio is consistently rebalanced to ensure optimal asset allocation.

    Asset Class Mix
    60-70% to defensive assets
    30-40% to growth assets
    Risk Profile
    Low to Medium
    Timeframe
    1-3 years
    Target Returns

    Aims to deliver inflation (CPI) + 2%.

    Performance (As on 31st March 2024)

    (0.78%)

    1 Month

    1.46%

    3 Month

    6.46%

    6 Month

    7.43%

    1 Year

    #N/A

    2 Year

    7.23%

    Since Inception (Annualised)

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