Moderate Portfolio: Asset allocation

Key Points Strategy broadly consistent with our Conservative Portfolio Higher allocation to Australian and international shares Some additional investments in the international shares category We’re adopting the same approach with our Moderate Portfolio as we did in Exchange Traded Funds (ETFs) and we've stuck with RaboDirect for all the term deposits to keep administration simple (despite other institutions offering slightly higher rates). In the international class we'll look to deploy into actively managed funds down the track, but for now it stays in cash. Shares (Australian) For Australian shares we’ve again replicated the Conservative Portfolio’s strategy and gone with...

We’re adopting the same approach with our Moderate Portfolio as we did in Exchange Traded Funds (ETFs) and we've stuck with RaboDirect for all the term deposits to keep administration simple (despite other institutions offering slightly higher rates).

In the international class we'll look to deploy into actively managed funds down the track, but for now it stays in cash.

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