Investment Object
Aims to provide investors with a diversified portfolio of investment opportunities that provide consistent and regular income while achieving this with lower levels of volatility compared to equities.
Typical Investor
Investors who are looking for diversified sources of income that are a higher rate of return than currently offered by bank deposits and are willing to accept a higher level of risk and volatility to achieve it.
Investment Strategy and Approach
To invest in a well-diversified portfolio of investment opportunities which target consistent and regular income from multiple sources. Sources of total return will be captured from multiple sectors including but not limited to equities, bonds, property, infrastructure and alternatives.
Recommended Minimum Investment
$5,000
Indicative number of holdings
5 to 15
* The pie chart represents the indicative strategic asset allocation for the Income Booster SWU Online Invest model portfolio. Your current asset allocation can be viewed via your investor login.