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The SRI 30/70 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.
30% Growth
70% Income
Suitable for investors with a time horizon of at least 4 years before spending large amounts of their portfolio. This portfolio is acceptable for those seeking a lower degree of volatility and has an emphasis on capital preservation.
Cash and CashEquivalents
New ZealandFixed Interest
InternationalFixed Interest
ListedProperty
AustralasianEquities
InternationalEquities
PORTFOLIO
BREAKDOWN
| Asset | COUNTRY OF ORIGIN | ASSET TYPE | 30/70 |
|---|---|---|---|
| Harbour NZ Equity Advanced Beta Fund | New Zealand | Australasian equities | 5.76 |
| BlackRock Indexed Australian Equity Fund | Australia | Australasian equities | 0.96 |
| Dimensional Australian Small Company Trust | Australia | Australasian equities | 0.58 |
| Dimensional Australian Value Trust | Australia | Australasian equities | 2.30 |
| Dimensional Global Sustainability Trust (NZD) | Australia | International equities |
10.20 |
| Vanguard International Shares Select Exclusions Index Fund | Australia | International equities |
5.89 |
| BlackRock Indexed Emerging Markets IMI Equity Fund | Australia | International equities |
3.06 |
| Dimensional Global Real Estate Trust | Australia | Listed Property | 1.25 |
| Harbour NZ Corporate Bond Fund | New Zealand | New Zealand fixed interest |
17.00 |
| Dimensional Five-Year Diversified Fixed Interest Trust (NZD) | Australia | International fixed interest |
25.50 |
| Dimensional Global Bond Trust (NZD) | Australia | International fixed interest |
25.50 |
| Cash | New Zealand | Cash and Cash Equivalents | 2.00 |
| Total | 100 |