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The SRI 50/50 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.
50% Growth
50% Income
Suitable for investors with a time horizon of at least 6 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 | 50/50 |
|---|---|---|---|
| Harbour NZ Equity Advanced Beta Fund | New Zealand | Australasian equities | 8.76 |
| BlackRock Indexed Australian Equity Fund | Australia | Australasian equities | 1.46 |
| Dimensional Australian Small Company Trust | Australia | Australasian equities | 0.88 |
| Dimensional Australian Value Trust | Australia | Australasian equities | 3.51 |
| Dimensional Global Sustainability Trust (NZD) | Australia | International equities |
17.70 |
| Vanguard International Shares Select Exclusions Index Fund | Australia | International equities |
10.56 |
| BlackRock Indexed Emerging Markets IMI Equity Fund | Australia | International equities |
5.38 |
| Dimensional Global Real Estate Trust | Australia | Listed Property | 1.75 |
| Harbour NZ Corporate Bond Fund | New Zealand | New Zealand fixed interest |
12.00 |
| Dimensional Five-Year Diversified Fixed Interest Trust (NZD) | Australia | International fixed interest |
18.00 |
| Dimensional Global Bond Trust (NZD) | Australia | International fixed interest |
18.00 |
| Cash | New Zealand | Cash and Cash Equivalents | 2.00 |
| Total | 100 |