Investment Menu - 25 Choices

 

Imputation Bonds have a menu of 25 Investment Portfolio choices classified under three Investment Strategies.

 

You can construct your Bond's own Investment Portfolio mix by using just one, or diversifying across multiple Investment Portfolios from all of the 25 menu options. With the Bond's switching facilities you can change your Investment Portfolio mix at any time to suit your changing circumstances or market conditions.

 

How it works

 

Once you have established your investment goals (your financial adviser can assist you with this), you are then ready to choose your investment strategy and portfolio options. 

 

Step 1   Select your preferred strategy(ies)

 

Step 2   Select your preferred Investment Portfolio option(s) offered within each chosen strategy:

 

  • Strategy 1: Outperforming Managed Funds - 11 Options

  • Strategy 2: Indexed Funds - 4 Options

  • Strategy 3: Mandated Managers - 10 Options

Click on your preferred Investment Portfolio Option(s) contained in the diagram below to read its fund summary.

Cash & Deposits Australian Fixed Interest International Fixed Interest Australian Fixed Interest Indexed Australian Hybrids Australian Property Securities Austock High Yield Fund Australian Property Securities Indexed Mortgages International Property Securities Australian Shares Australian Small Cap Companies Australian Shares Indexed Austock Australian Equity Australian Shares Geared Australian Shares Industrial Shares Ethical SRI Australian Shares International Shares International Small Cap Companies Sectoral Blend International Shares Indexed International Shares Balanced Growth Balanced Portfolio