Morningstar Multi-Sector Series Balanced Portfolio

Investment strategy

The portfolio has exposure to a diverse mix of managed fund investments, which include both defensive assets and growth assets. Over the long term, the portfolio aims to have a 30% allocation to defensive assets and a 70% allocation to growth assets.

Some capital volatility is expected due to exposure to more growth asset classes.

The portfolio is constructed around an asset allocation which is based on the long-term objectives of the strategy. The portfolio and asset allocation are reviewed to adapt to changes in market conditions. The asset allocation, selection and blending of managed funds are actively managed with a strong focus on risk.

Fund managers, their funds and the construction of the portfolio are continually reviewed.

The portfolio construction process leverages the investment manager’s Manager Research capability to determine funds to be included in the portfolio construction process. The investment manager selects the respective funds and blends them in line with the portfolio’s Strategic Asset Allocation guidelines.

Strategic Asset Allocation
Key facts
Investment Objective
To outperform a weighted composite of sector market index returns over rolling 7-year periods
Minimum Investment Period
7 Years
Benchmark
A weighted composite of sector market indices over rolling 7 year periods
Fees
1.07%