KeyInvest Life Events Bond No. 12 High Growth
About this Fund
|FUND MANAGER||Russell Investment Management|
|ASSET CLASS||INVESTMENT BONDS|
|INVESTMENT STYLE||The Option provides exposure to a portfolio focusing solely on growth assets.|
|INVESTMENT PROFILE||The Option seeks to provide capital growth over the long term while accepting fluctuations in capital values in the medium term.|
|CURRENCY MANAGEMENT||Active management|
|BENCHMARK||Russell High Growth Index|
|FUND SIZE||Russell High Growth Index|
|NO. OF HOLDINGS|
Benefits of investing in KeyInvest Life Events Bonds
Simplicity and ease of use
Flexibility and choice
Certainty in Estate Planning
About KeyInvest Life Events Bonds
The KeyInvest Life Events Bond is a tax effective Investment designed to assist you in planning for life's major events without effecting your personal tax liability. Your investment can be accessed at any time without restriction and may be an ideal solution for:
The tax on Investment Earnings of the LEB are paid by KeyInvest rather than by the LEB Owner.
The LEB puts you in control of who receives the proceeds of your investment. You can transfer the LEB to a child on a date selected by you, or can nominate specific Beneficiaries to receive your investment upon your death. Proceeds from your LEB are paid to Beneficiaries or your estate tax free.
You can access your money at any stage by lump sum withdrawals or a Regular Withdrawal Plan (RWP).
KeyInvest has selected a range of Investment Options so that you have choice to:
In addition KeyInvest allows you further choice with:
How we invest your money
The underlying assets are typically invested in a diversified portfolio mix consisting of 100% growth investments. Derivatives may be used to implement investment strategies.