Model portfolios: Australian Shares and Property back on target

Key Points Actual allocations to ‘risk assets’ have drifted above targets Changes being made will bring allocations into line with target levels New individual stocks being introduced       Changes to the asset classes of Australian Shares and Property and Infrastructure were highlighted in our recent Exchange-Traded Funds and only partially replacing it with our new direct ASX-listed investments. In the Property and Infrastructure asset class we’ve been slightly under our target. An investment in Hotel Property Investments (ASX Code: HPI) gives us the chance to get closer to (but not over) the target. Table 2 shows the transactions we’ve made in...

Changes to the asset classes of Australian Shares and Property and Infrastructure were highlighted in our recent Exchange-Traded Funds and only partially replacing it with our new direct ASX-listed investments.

In the Property and Infrastructure asset class we’ve been slightly under our target. An investment in Hotel Property Investments (ASX Code: HPI) gives us the chance to get closer to (but not over) the target.

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