Advance Moderate 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 relatively stable total returns (before fees and taxes) 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 Moderate Multi-Blend Fund - Wholesale Units
The key benefits of the Fund are as follows:
The Advance Moderate Multi-Blend Fund is ideal for investors seeking a balanced portfolio of investments to provide relatively stable total returns 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 relatively stable total returns (before fees and taxes) over the short to medium term, with some capital growth over the long term through a diversified mix of growth and defensive assets.
How we invest your money
The Fund invests in a mix of defensive assets such as cash and fixed interest (around 50%) and growth assets such as shares and property (around 50%). 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: 35%-60%
Total Defensive assets: 40%-55%