High Growth Portfolio
A long-term portfolio for investors seeking capital growth who are happy to accept market volatility as a part of their investment.
AT A GLANCE
The High Growth portfolio is designed to pursue long-term capital growth by keeping almost all of the portfolio invested in growth assets. Its strategic design is approximately 98% growth assets, with broad exposure to Australian shares, international shares and listed property and infrastructure, plus a small cash allocation for liquidity and portfolio management.
What is the High Growth portfolio?
The High Growth portfolio is built for investors whose primary objective is to grow their wealth over the long term. It is deliberately positioned toward assets such as Australian and international shares, which have historically offered stronger long-term growth potential but can also experience large short-term falls in value.
The portfolio is diversified across Australian and global markets, with a smaller allocation to property and infrastructure. It is intended to remain substantially invested through market cycles rather than moving heavily into cash in response to short-term market movements.
Who may it suit?
The High Growth portfolio may be appropriate for investors who:
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are investing primarily for long-term capital growth rather than current income or capital stability;
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have a long investment horizon - generally seven years or more;
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can tolerate substantial movements in portfolio value, including periods of significant negative returns;
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are comfortable remaining invested during difficult market conditions; and
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understand that higher expected long-term return potential comes with higher investment risk.
When may it not be suitable?
This portfolio may be less suitable for investors who expect to need a significant portion of their money in the short term, are uncomfortable seeing their investment balance fall materially, or place a high priority on capital preservation or regular income.
Key Risks
THE KEY QUESTION
Can you remain invested if markets fall materially for a period of time? If the answer is no, a portfolio with a lower allocation to growth assets may be more appropriate or only allocate a smaller portion to this portfolio and retain some money in your cash account.
General information only.
This information is general in nature and does not take into account your objectives, personal financial situation or needs. It is important to remember that investment values and returns can rise or fall, and you may lose money. Past performance is not a reliable indicator of future performance, and returns are not guaranteed. Consider the relevant disclosure material before investing.