Investment Object

Aims to provide investors with a target return of inflation +3.5% over rolling periods of 7 years or more by investing in a diversified portfolio of growth and defensive assets.

Typical Investor

Investors who are looking for higher potential investment returns compared to purely defensive assets and who are prepared to accept higher risk and volatility to achieve it.

Investment Strategy and Approach

To invest in a well-diversified portfolio of investment opportunities which target longer term growth aspirations of investors. Sources of return will be captured from multiple sectors including but not limited to equities, bonds, property, infrastructure and alternatives.

Recommended Minimum Investment


Indicative number of holdings

5 to 15

Balance Beam Chart

* The pie chart represents the indicative strategic asset allocation for the Balanced Beam SWU Online Invest model portfolio. Your current asset allocation can be viewed via your investor login.