Generations - High Growth
About this Fund
|ipac portfolio management
|The Option invests in a diversified mix of growth and defensive assets using a range of specialist investment managers.
|The Option seeks to provide high growth in your investment over the long term with larger fluctuations in value likely when compared to other Generations multi-manager diversified investment options.
|NO. OF HOLDINGS
|1.30% p.a. of the net assets of the Investment Option
Benefits of investing in the Generations Series
Generations 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:
This product is intended for a consumer who is seeking capital growth and potentially some income distributions. It has a high risk/return
About the Fund
The 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 returns
When 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.
How we invest your money
To 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 97% and 3% in defensive assets such as cash and fixed interest.
*Includes an allocation to global emerging markets and global smaller companies.