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Balanced Strategy
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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