IFS Australian Shares
To achieve returns that exceed the inflation rate (change in the CPI) by 3.0% per annum (before tax), on a rolling seven year basis. This is expected to be achieved around 65% of the time.
The IFS Australian Shares Model Portfolio will predominantly invest in Managed Funds which invest in Australian shares. It aims to limit the likelihood of negative annual returns to one in every three years.
Strategic Asset Allocation
Effective 1 December 2016.
Growth Asset Allocation
7 years plus
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For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents.