Debug (line 267 of RequestHandler.php): Testing 'linechartdata/$ID!' with '' on FANZ\Controllers\FundPageController

Debug (line 267 of RequestHandler.php): Testing 'bargraphelementdata/$ID!' with '' on FANZ\Controllers\FundPageController

Debug (line 267 of RequestHandler.php): Testing 'linegraphelementdata/$ID!' with '' on FANZ\Controllers\FundPageController

Debug (line 267 of RequestHandler.php): Testing 'query/$SearchQuery' with '' on FANZ\Controllers\FundPageController

Debug (line 267 of RequestHandler.php): Testing 'element/$ID!' with '' on FANZ\Controllers\FundPageController

Debug (line 267 of RequestHandler.php): Testing '$Action//$ID/$OtherID' with '' on FANZ\Controllers\FundPageController

Debug (line 274 of RequestHandler.php): Rule '$Action//$ID/$OtherID' matched to action 'handleAction' on FANZ\Controllers\FundPageController. Latest request params: array ( 'Action' => NULL, 'ID' => NULL, 'OtherID' => NULL, )

Debug (line 191 of RequestHandler.php): Action not set; using default action method name 'index'

Balanced Strategy
SBS Wealth logo
Join Now

SBS Wealth Balanced Strategy

SBS Wealth Investment Strategy

The Strategy invests into the following SBS Wealth funds: 45% into the World Equity Portfolio; 15% into the Australasian Equity Portfolio; 25% into the World Bond Portfolio; and 15% into the New Zealand Bond Portfolio.

The Strategy aims to achieve medium capital growth and returns over the long term.

Recommended minimum investment timeframe: 5 years

As the Strategy is a model which invests into multiple portfolios, there are no unit prices available for the Strategy.

lifestages world bond portfolio icon

SBS Wealth Investment Strategy

Balanced Strategy

The Strategy invests into the following SBS Wealth funds: 45% into the World Equity Portfolio; 15% into the Australasian Equity Portfolio; 25% into the World Bond Portfolio; and 15% into the New Zealand Bond Portfolio.

The Strategy aims to achieve higher capital growth and returns over the long term.

Recommended minimum investment timeframe: 5 years

As the Strategy is a model which invests into multiple portfolios, there are no unit prices available for the Strategy.

Asset allocation

Target Investment mix

Current performance

As at October 31, 2025

1-month

1.66%

3-month

5.58%

1-year p.a.

11.66%

3-year p.a.

n/a

5-year p.a.

n/a

7-year p.a.

n/a

10-year p.a.

n/a