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The SRI 98/2 portfolio invests in a diversified portfolio of investment grade corporate and sovereign debt issues, Australasian and international equities, property assets and cash.
98% Growth
2% Income
Suitable for investors with a time horizon of at least 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 available potential portfolio growth.
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 Sustainability Trust (NZD) | Australia | International equities |
38.16 |
| Vanguard International Shares Select Exclusions Index Fund | Australia | International equities |
23.44 |
| BlackRock Indexed Emerging Markets IMI Equity Fund | Australia | International equities |
11.73 |
| Dimensional Global Real Estate Trust | Australia | Listed Property | 3.00 |
| Cash | New Zealand | Cash and Cash Equivalents | 2.00 |
| Total | 100 |