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The 98/2 portfolio invests in a diversified portfolio of Australasian and international equities, property assets and cash.
98% Growth
2% Income
Suitable for investors with a time horizon of more than 15 years before spending large amounts of their portfolio. This portfolio is appropriate for those seeking the highest available degree of volatility in order to achieve the highest potential portfolio growth available.
Cash and CashEquivalents
New ZealandFixed Interest
InternationalFixed Interest
ListedProperty
AustralasianEquities
InternationalEquities
PORTFOLIO
BREAKDOWN
| ASSET | COUNTRY OF ORIGIN | ASSET TYPE | 98/2 |
|---|---|---|---|
| Harbour NZ Equity Advanced Beta Fund | New Zealand | Australasian equities | 13.00 |
| BlackRock Indexed Australian Equity Fund | Australia | Australasian equities | 2.17 |
| Dimensional Australian Small Company Trust | Australia | Australasian equities | 1.30 |
| Dimensional Australian Value Trust | Australia | Australasian equities | 5.20 |
| Dimensional Global Core Equity Trust (NZD) | Australia | International equities |
38.16 |
| Dimensional Global Small Company Trust | Australia | International equities |
4.69 |
| Dimensional Global Value Trust | Australia | International equities |
18.75 |
| BlackRock Indexed Emerging Markets IMI Equity Fund | Australia | International equities |
4.69 |
| Dimensional Emerging Markets Trust | Australia | International equities |
7.04 |
| Dimensional Global Real Estate Trust | Australia | Listed Property | 3.00 |
| Harbour NZ Corporate Bond Fund | New Zealand | New Zealand fixed interest |
0.00 |
| Dimensional Five-Year Diversified Fixed Interest Trust (NZD) | Australia | International fixed interest |
0.00 |
| Dimensional Global Bond Trust (NZD) | Australia | International fixed interest |
0.00 |
| Cash | New Zealand | Cash and Cash Equivalents | 2.00 |
| Total | 100 |