ifsinvest High Growth
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 70% of the time.
The IFS High Growth Model Portfolio will invest a significant proportion of funds in Managed Funds which invest in Australian and International shares. It aims to limit the likelihood of negative annual returns to one in every three and a half years.
Strategic Asset Allocation
Effective 1 March 2018.
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.