Conservative Portfolio: Asset allocation

Key Points Asset allocation strategy based on risk, not return Broad day one investments to ensure we’re not overly exposed to cash We give a brief overview of our strategy for each asset class  In Conservative Investors: Two case studies we met Shirley and Jack, conservative investors seeking a little growth. This is the type of investor we have in mind for our Conservative Portfolio. Let’s assume we’ve just taken the plunge and set up a self-managed superannuation fund (SMSF). Having set up the fund with a corporate trustee (see Why your SMSF needs a corporate trustee) and bank...

In Conservative Investors: Two case studies we met Shirley and Jack, conservative investors seeking a little growth. This is the type of investor we have in mind for our Conservative Portfolio.

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