Asset protection is one of the key priorities for my clients and this is where good financial advice is invaluable. The right advice will enable you to adjust your financial strategy as the investment landscape changes to protect your assets for you and your family’s future.
Adam NashFinancial Planner SSFS
Investment Options
Each product has nine investment options which are listed below. The long term or strategic asset allocations for each of our Funds are reviewed at least annually and revised if necessary.
Fixed Interest Available from 18 July 2011
To invest in fixed interest securities and related instruments, which aim to provide the potential for modest capital growth over the medium term. Capital gains can be expected to be achieved, but there is also the risk of capital loss.
Capital Stable
To maintain the value of investors’ capital while achieving a higher rate of return over the medium term than could be achieved through investments in cash or short term money market securities. Capital gains can be achieved, but there is also the risk of capital loss. Accordingly, the value of investments in the Fund may fall as well as rise in line with the changing value of the assets of the Fund.
Moderate Available from 18 July 2011
To invest in a broad range of asset classes which have the potential to achieve moderate capital growth over the medium to longer term. Capital gains can be expected to be achieved, but there is also the risk of capital loss.
Balanced
To invest in a broad range of asset classes which have the potential to achieve capital growth over the longer term. Capital gains can be expected to be achieved, but there is also the risk of capital loss.
Growth
To invest substantially in assets which achieve capital growth over the long term (7 or more years). Capital gains can be expected to be achieved, but there is also the risk of capital loss.
Growth Plus Available from 18 July 2011
To invest in assets which achieve capital growth over the long term (10 or more years). Capital gains can be expected to be achieved, but there is also the risk of capital loss.
Australian Equities Available from 18 July 2011
To invest in Australian equities with the aim of achieving capital growth over the long term (10 or more years). Capital gains can be expected to be achieved, but there is also the risk of capital loss.
International Equities Available from 18 July 2011
To invest in international equities with the aim of achieving capital growth over the long term (10 or more years). Capital gains can be expected to be achieved, but there is also the risk of capital loss.
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