Investment Objective

To provide a combination of income and moderate capital gains over rolling three-year periods by investing in a blend of Australian and International shares, Property, Infrastructure Assets, Bonds and Cash.

Are seeking a portfolio diversified across a range of different asset classes
Are seeking capital gains rather than current income and have a medium to high tolerance for risk and so are willing to accept a high degree of volatility in order to achieve their long-term investment objective
Desire a portfolio where the asset allocation is actively managed based on changes in market valuations.

Key Facts:

Benchmark

The Morningstar Multisector Growth Index

Risk: High

Expected loss in 4 – 6 years out of every 20 years.

Fees

Management fee: 0.50% per annum

Suggested Investment Time frame

5+ years

Minimum Investment

A $50,000

Performance (as at 30 September 2018):

1 month (%) 2 months (%) 3 months (%) 6 months (%) 1 year (%) Since inception (%)*
IQCM Australian Growth Portfolio (0.29) 1.71 3.02 n/a n/a 4.81
Inception date was 30 May 2018

Note: all performance figures are before fees and expenses

Asset Allocation