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Information you provide will help filter our investment solutions so that we can provide general advice on which product may be appropriate. This is not personal specific advice and you should consider if the investment solution is appropriate for your personal objectives, financial situation and needs.
I'm looking to invest into a
portfolio
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and I would like more exposure to
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- Overview
- Allocation
- Performance
- Fees
- Suggested timeframe: {{ selectedModel.timeframe }}
- Risk Rating: {{ selectedModel.riskRating || 'N/A' }}
- Benchmark Index: {{ selectedModel.benchmark.name || 'N/A' }}
- Inception date: {{ (selectedModel.inceptionDate | date:'dd MMM yyyy') || 'N/A' }}
- Performance S.I.: {{ selectedModel.returnInception | percentage:1:100:'N/A' }} p.a.
- Estimated income: {{ selectedModel.returnInceptionAnnualised | percentage:1:100:'N/A' }} p.a.
- {{ getAssetAllocationValue(i) | percentage:2:100 }}
- {{ i.name }}
| As at {{ selectedModel.returnDate | date:'dd MMM yyyy' }} | 1 yr. | 2 yr. | 3 yr. | 4 yr. | SI* p.a |
| {{ selectedModel.name }} | {{ selectedModel.stats.returns.adjReturn1Year | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn2Year | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn3Year | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn4Year | percentage:2:1:'N/A' }} | {{ selectedModel.returnInception | percentage:2:100:'N/A' }} |
| Avg of {{ selectedModel.benchmark.peers.peerCount }} Peers | {{ selectedModel.benchmark.peers.returns.return1Year | percentage:2:1:'N/A' }} | {{ selectedModel.benchmark.peers.returns.return2Year | percentage:2:1:'N/A' }} | {{ selectedModel.benchmark.peers.returns.return3Year | percentage:2:1:'N/A' }} | {{ selectedModel.benchmark.peers.returns.return4Year | percentage:2:1:'N/A' }} | N/A |
| Excess to Peers | {{ selectedModel.stats.returns.adjReturn1Year && selectedModel.benchmark.peers.returns.return1Year ? selectedModel.stats.returns.adjReturn1Year - selectedModel.benchmark.peers.returns.return1Year : null | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn2Year && selectedModel.benchmark.peers.returns.return2Year ? selectedModel.stats.returns.adjReturn2Year - selectedModel.benchmark.peers.returns.return2Year : null | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn3Year && selectedModel.benchmark.peers.returns.return3Year ? selectedModel.stats.returns.adjReturn3Year - selectedModel.benchmark.peers.returns.return3Year : null | percentage:2:1:'N/A' }} | {{ selectedModel.stats.returns.adjReturn4Year && selectedModel.benchmark.peers.returns.return4Year ? selectedModel.stats.returns.adjReturn4Year - selectedModel.benchmark.peers.returns.return4Year : null | percentage:2:1:'N/A' }} | N/A |
| Amount invested | Our investment fees |
| $10,000 to $18,000 | $99 p.a. |
| $18,000 to $82,000 | 0.55% p.a. |
| $82,000+ | $451 p.a. capped fees |