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Quarterly model reports
September 2020 Quarter:ifsinvest High Growth
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Contact us
Contact Partnervest Client Care teamIf you have an enquiry about Partnervest please contact our Client Care team by:Phone: 1300 734 496We will answer your calls between 9am – 5pm (AEST) Monday to FridayEmail:partnervest@franklintempleton.comAddress:PartnervestPO Box 24194Melbourne VIC 3001
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Investment choices
partnervest Highly AggressiveInvestment ObjectiveTo achieve returns that exceed the inflation rate (change in the CPI) by 3.75% per annum (before tax) on a rolling ten-year basis. Strategic Asset Allocation Growth Asset Allocation97%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. ...
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Investment choices
partnervest CautiousInvestment 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 Allocation33.5%RiskMedium - HighInvestment 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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