Investment Objective

To provide relatively high levels of income with minimal risk of capital loss over rolling two-year periods by investing in a blend of Australian and International shares, Property, Infrastructure Assets, Bonds and Cash.

The portfolio is designed for investors who:

Are seeking a portfolio diversified across a range of different asset classes
Are seeking income and have a low tolerance for risk and so are willing to accept only a minimum degree of volatility in order to achieve their short-to-medium-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 Moderate Index

Risk: Low to Medium

Expected loss in 1-2 years out of every 20 years.

Fees

Management fee: 0.50% per annum

Suggested Investment Time frame

2 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 Conservative Portfolio (0.26) 0.92 1.54 n/a n/a 2.37
Inception date was 30 May 2018

Note: all performance figures are before fees and expenses

Asset Allocation