ClearView WealthFoundations - Cautious 30 (Pension)
About this Fund
|FUND MANAGER||ClearView Financial Management|
|INVESTMENT STYLE||The option invests in a mix of defensive and growth assets.|
A portfolio of actively and passively managed assets designed to achieve stable returns over the short to medium-term.
|CURRENCY MANAGEMENT||See Mandate|
|BENCHMARK||CPI + 2% p.a. over rolling 3-year periods (before fees & taxes)|
|FUND SIZE||CPI + 2% p.a. over rolling 3-year periods (before fees & taxes)|
|NO. OF HOLDINGS|
|RISK LEVEL||Low to medium|
For investors who regard security and stability as more important than the level of returns.
ClearView is an ASX-listed financial services company. We partner with financial advisers to help everyday Australians achieve their financial and wellbeing goals by protecting and growing their wealth.
Proudly Australian and non-bank owned, we are focused on two business segments: Life Insurance and Wealth Management. Within WealthFoundations you have the ability to select a super, pension or Transition to Retirement (TTR) account, or a combination of these. A WealthFoundations Super account lets Pension account, which includes the option of a TTR pension,
WealthFoundations is designed to be operated on your behalf by your nominated financial adviser, so applications will generally only be accepted via a financial adviser
How we invest your money
We offer a range of five diversified investment options which invest into multiple asset classes including cash, fixed interest, property, Australian and international shares, emerging markets, listed infrastructure and alternative investments.
We also offer two cash options, a Guaranteed Cash Investment Option and a Pre-Retirement Service Investment Option (which allows you to consolidate your contributions and rollovers prior to investing in the ClearView Pension Plan).
International fixed interest, international listed property and international listed infrastructure will generally be hedged. International equities and emerging market equities will generally be unhedged. ClearView Life may adjust hedging ratios (ie the proportion of asset value hedged to unhedged) from time-to-time.
Target (and range) for assets:
Growth 30%, Defensive 70%