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Investment choices
partnervest Cash Investment ObjectiveTo achieve returns that match the RBA cash rate, on a rolling two year basis. Strategic Asset Allocation Growth Asset Allocation0%RiskVery LowInvestment Timeframe2 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...
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Investment choices
partnervest Fixed InterestInvestment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 0.5% per annum (before tax), on a rolling five year basis. Strategic Asset Allocation Growth Asset Allocation0%RiskMediumInvestment Timeframe5 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...
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Investment choices
Partnervest PropertyInvestment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 2.75% per annum (before tax), on a rolling seven year basis. Strategic Asset Allocation Growth Asset Allocation98%RiskVery HighInvestment Timeframe7 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the Partnervest Disclosure Documents....
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Investment choices
partnervest Australian SharesInvestment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 3.0% per annum (before tax), on a rolling seven year basis. Strategic Asset Allocation Growth Asset Allocation97%RiskVery HighInvestment Timeframe7 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...
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Investment choices
partnervest International Shares Investment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 3.0% per annum (before tax), on a rolling seven year basis. Strategic Asset Allocation Growth Asset Allocation99%RiskVery HighInvestment Timeframe7 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents....
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Managed Funds
A range of Managed Funds are available. In order to gain a list of the Managed Funds on offer, please email us at partnervest@franklintempleton.com
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Investment choices
partnervest BalancedInvestment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 2.25% per annum (before tax), on a rolling five year basis. Strategic Asset Allocation Growth Asset Allocation43.5%RiskMedium - HighInvestment Timeframe7 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...
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Investment choices
partnervest ModerateInvestment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 2.75% per annum (before tax), on a rolling seven-year basis. Strategic Asset Allocation Growth Asset Allocation48%RiskHighInvestment Timeframe7 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...
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Investment choices
partnervest AssertiveInvestment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 3.25% per annum (before tax), on a rolling seven-year basis. Strategic Asset Allocation Growth Asset Allocation64%RiskHighInvestment Timeframe7 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...
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Investment choices
partnervest AggressiveInvestment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 3.50% per annum (before tax), on a rolling ten-year basis. Strategic Asset Allocation Growth Asset Allocation72%RiskHighInvestment Timeframe10 years plusLearn more about this modelPerformance Fees For further details of the investment mix, performance goals and minimum investment requirements for this model please refer to the ifsinvest Disclosure Documents. ...
