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Equity Funds Equity fund

The Equity Funds are ideal for investors who are looking for some capital growth rather than just earning interest. These managed funds invest in shares and property, each to a differing degree, to provide the opportunity for capital growth over the medium to long term.

Key features
  • No entry or exit fees
  • Minimum investment is $1,000
  • Subsequent minimum investment or withdrawal is $500
  • Value of units calculated daily, income is calculated and paid quarterly
  • Three investment options - Capital Stable, Balanced and Growth
  • Capital Stable Fund aims to deliver a regular income stream while preserving the capital value of the initial investment invests in cash, Australian fixed interests and first mortgages
  • Balanced Fund aims to provide a consistent balance of income and capital growth, over the medium to long term. Invests in cash, fixed interest, Australian and international shares and property
  • Growth Fund aims to provide capital growth over the medium to long term
  • Invests in cash, fixed interest, Australian and international shares and property

    Key benefit
  • You gain exposure to a relatively large investment portfolio that's diversified across many asset classes

Find out more
For more information contact your financial adviser or contact us today on 1800 641 393. Download the Equity Fund Product Disclosure Statement.

 
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