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The 40/60 portfolio invests in a diversified portfolio of domestic and international bonds, investment grade corporate and sovereign debt issues, Australasian and international equities, property assets and cash.
40% Growth
60% Income
Suitable for investors with a time horizon of at least 5 years before spending large amounts of their portfolio. This portfolio is acceptable for those seeking a moderate degree of volatility in order to achieve moderate portfolio growth.
Cash and CashEquivalents
New ZealandFixed Interest
InternationalFixed Interest
ListedProperty
AustralasianEquities
InternationalEquities
PORTFOLIO
BREAKDOWN
| ASSET | COUNTRY OF ORIGIN | ASSET TYPE | 40/60 |
|---|---|---|---|
| Harbour NZ Equity Advanced Beta Fund | New Zealand | Australasian equities | 7.34 |
| BlackRock Indexed Australian Equity Fund | Australia | Australasian equities | 1.22 |
| Dimensional Australian Small Company Trust | Australia | Australasian equities | 0.73 |
| Dimensional Australian Value Trust | Australia | Australasian equities | 2.93 |
| Dimensional Global Core Equity Trust (NZD) | Australia | International equities |
13.89 |
| Dimensional Global Small Company Trust | Australia | International equities |
1.64 |
| Dimensional Global Value Trust | Australia | International equities |
6.55 |
| BlackRock Indexed Emerging Markets IMI Equity Fund | Australia | International equities |
1.68 |
| Dimensional Emerging Markets Trust | Australia | International equities |
2.52 |
| Dimensional Global Real Estate Trust | Australia | Listed Property | 1.50 |
| Harbour NZ Corporate Bond Fund | New Zealand | New Zealand fixed interest |
14.50 |
| Dimensional Five-Year Diversified Fixed Interest Trust (NZD) | Australia | International fixed interest |
21.75 |
| Dimensional Global Bond Trust (NZD) | Australia | International fixed interest |
21.75 |
| Cash | New Zealand | Cash and Cash Equivalents | 2.00 |
| Total | 100 |