Generations - Growth
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/100997-2023-12-20-02:44.pdf |
FUND MANAGER | ipac portfolio management |
ASX Code | |
APIR | NML0589AU |
ASSET CLASS | MULTI-ASSET |
INVESTMENT STYLE | The Option invests in a diversified mix of growth and defensive assets using a range of specialist investment managers. |
INVESTMENT PROFILE | The Option seeks to provide moderate to high growth in your investment over the long term with larger fluctuations in value likely when compared to other Generations multi-manager diversified options (excl. High Growth). |
CURRENCY MANAGEMENT | Active management |
INCEPTION DATE | 16-08-2004 |
BENCHMARK | N/A |
FUND SIZE | N/A |
DISTRIBUTION FREQUENCY | Half-yearly |
NO. OF HOLDINGS | |
FEES | 1.20% p.a. of the net assets of the Investment Option |
STRUCTURE |
Benefits
Benefits | Benefits of investing in the Generations SeriesGenerations gives you straightforward investments all in one place that you and your adviser can easily access online. Generations may suit you if you're after:
Here's what you get:
|
RISK LEVEL | High |
INVESTOR SUITABILITY | This product is intended for a consumer who is seeking capital growth and potentially some income distributions. It has a high risk/return profile and is intended for use up to a standalone solution of an investment portfolio. |
Risks
Title | |
Detail |
Key Features
Investment StrategyTo invest in a diversified mix of predominantly growth assets About the FundThe Generations investment options are only available through Generations Personal Super and Personal Pension and the Generations Investment Portfolio. You must apply to invest in Generations through the separate Generations Personal Super and Personal Pension PDS or Generations Investment Portfolio IDPS guide. These are available from your financial adviser, from northonline.com.au/generations or by calling the North Service Centre on 1800667841. Generations offers four types of investment options:
This range of investment options provides you with access to some of the world's leading investment managers in a way that allows you to diversify your investments broadly across assets, asset classes and investment styles. Importantly, the investment options enable you to achieve this diversification while consolidating those investments in a single, easy-to-manage portfolio. Generations investment structure and returnsWhen you invest with Generations your money is pooled with that of other investors in managed investment schemes' (or managed funds). This pooling of money enables you to access investment opportunities you would generally not be able to access as an individual investor. Each Generations investment option is a separate managed fund. Your money is invested in the investment option or options selected by you and your financial adviser. Each managed fund invests in underlying investments according to its investment objectives. The underlying investments are managed by each investment manager via their wholesale or retail investment fund or by a mandate arrangement. |
Mandate
How we invest your moneyInvestment strategyTo invest in a diversified mix of growth and defensive assets using a range of specialist investment managers. Growth assets such as shares and property will have an average allocation over time of 85% and 15% in defensive assets such as cash and fixed interest. Asset allocations
|