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Conservative Strategy
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SBS Wealth Conservative Strategy

SBS Wealth Investment Strategy

The Strategy invests into the following SBS Wealth funds: 22% into the World Equity Portfolio; 8% into the Australasian Equity Portfolio; 45% into the World Bond Portfolio; and 25% into the New Zealand Bond Portfolio.

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

Recommended minimum investment timeframe: 3 years

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

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SBS Wealth Investment Strategy

Conservative Strategy

The Strategy invests into the following SBS Wealth funds: 22% into the World Equity Portfolio; 8% into the Australasian Equity Portfolio; 45% into the World Bond Portfolio; and 25% into the New Zealand Bond Portfolio.

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

Recommended minimum investment timeframe: 3 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

1.14%

3-month

3.82%

1-year p.a.

8.21%

3-year p.a.

n/a

5-year p.a.

n/a

7-year p.a.

n/a

10-year p.a.

n/a