as at 31/12/2022, in AUD
About this Model:
- Suits a relatively short investment time horizon.
- Preserving capital and income generation is more important than investing for outright growth.
- You may be in retirement and have a preference for capital stability as opposed to high growth.
Growth of Wealth
General Advice Disclaimer
Scientiam offers general advice only which means that we have not taken into account your personal or specific goals or requirements.
By using Scientiam you are agreeing to make your own decisions and select your own portfolio.
The information and tools on this sheet and on our website do not in any way recommend products based on a needs analysis. This information has been prepared without taking into account your objectives, financial situation or needs and you should consider if the information is appropriate for you before making an investment decision. Unless otherwise specifically stated or disclosed, neither Index Fund Advisers Pty Ltd, Pooled Funds Pty Ltd nor any of its Related Companies make any recommendations as to the merits of any investment opportunity referred to in its emails or its related websites. Product disclosure statements for financial products offered through Scientiam can be downloaded from scientiam.com.au or obtained by contacting email@example.com or 02 9905 9001. You should consider the product disclosure statement before making a decision about the product. All indications of performance returns are historical and cannot be relied upon as an indicator for future performance. Copyright © 1999-2018 Index Fund Advisers Pty Ltd. Terms and Conditions All rights reserved | Australian Financial Services Licensee: AFSL # 234543 Pooled Funds Pty Ltd ABN 28073437742