CoreSeries Income Portfolio
About this Fund
Fund Detail
PDS | |
FUND MANAGER | Mercer |
ASX Code | |
APIR | WFS4217AU |
ASSET CLASS | DIVERSIFIED |
INVESTMENT STYLE | The portfolio invests in a diverse mix of growth assets of around 45%, and defensive assets of around 55%, with an emphasis on assets intended to be income-producing. |
INVESTMENT PROFILE | The portfolio invests in a diverse mix of growth assets of around 45%, and defensive assets of around 55%, with an emphasis on assets intended to be income-producing. |
CURRENCY MANAGEMENT | Diversified |
INCEPTION DATE | 02-12-2022 |
BENCHMARK | CPI + 2.0% |
FUND SIZE | CPI + 2.0% |
DISTRIBUTION FREQUENCY | |
NO. OF HOLDINGS | |
FEES | 0.0522% pa |
STRUCTURE |
Benefits
Benefits | Benefits:
|
RISK LEVEL | Medium |
INVESTOR SUITABILITY | Investor Suitability
CoreSeries Income Portfolio could be suitable for an investor with a minimum four year investment horizon with a medium to high capacity and tolerance for risk. This portfolio aims to produce a relatively stable income stream from both bonds and equities, thus it is intended the income return may make up a higher proportion of the total return. |
Risks
Title | |
Detail |
Key Features
Mandate
Asset Allocation
Equity - Australian Listed: 10% - 40% Equity - International Listed: 0% - 25% Property - Australian Listed: 0% - 25% Property - International Listed: 0% - 25% Infrastructure - Global Listed: 0% - 18% Fixed Income - Australian: 5% - 35% Fixed Income - International: 15% - 45% Other - International (alternatives): 0% - 15% Cash: 2% - 25% |