Shares Plus

Investment objectives and strategies

• Achieve high, long-term returns (after fees and tax) that exceed the return of the Balanced option over rolling five year periods and acknowledging the chance of significant fluctuations in returns.
• Invest in long-term growth assets,accepting the prospect of negative returns is increased.
• Achieve returns that are above the average return of other similar funds.

Risk / return profile

• High
• Likelihood of a negative annual return in any one year: one in every three to four years.

Investment style

• Pre-mixed option.
• Contains the highest investment in assets with potential for capital growth.

Asset mix