Advance Defensive Multi-Blend Fund - Wholesale Units
About this Fund
|FUND MANAGER||Advance Asset Management|
|INVESTMENT STYLE||The Fund is an actively managed multi-manager diversified portfolio of investments.|
|INVESTMENT PROFILE||The Fund aims to provide income with a low risk of capital loss over the short to medium term, with some capital growth over the long term.|
|CURRENCY MANAGEMENT||Active management|
|FUND SIZE||Custom composite|
|NO. OF HOLDINGS|
Benefits of investing in the Advance Defensive Multi-Blend Fund - Wholesale Units
The key benefits of the Fund are as follows:
Low to Medium
The Advance Defensive Multi-Blend Fund is ideal
for investors seeking secure income with a low risk of capital loss over the
short-to-medium term, with some capital growth over the long term.
About the Fund
The Fund is an actively managed multi-manager diversified portfolio of investments. The securities are managed by investment managers selected by Advance. You can find the latest information about the investment managers on advance.com.au/pds.
To provide income with a low risk of capital
loss over the short to medium term, with some capital growth over the long
How we invest your money
The Fund invests in a diverse mix of assets with the majority in the defensive assets of cash and fixed interest (around 70%) and a modest investment in growth assets such as shares and property (around 30%). The Fund's exposure to these asset classes will be obtained primarily by investing directly into our sector specific funds. The Fund may also hold assets directly including derivatives, currency and other unit trusts.
Strategic asset allocation ranges
Total Growth assets: 15%-40%
Total Defensive assets: 60%-85%