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SBS Wealth Australasian Equity Portfolio

SBS Wealth Investment Fund

The fund aims to achieve capital growth and returns over the long-term through investing primarily in a portfolio of Australasian equities, either directly or indirectly via an underlying fund diversified across various sectors.

Recommended minimum investment timeframe: 7 years

lifestages australasian equity portfolio icon

SBS Wealth Investment Fund

SBS Wealth Australasian Equity Portfolio

The fund aims to achieve capital growth and returns over the long-term through investing primarily in a portfolio of Australasian equities, either directly or indirectly via an underlying fund diversified across various sectors.

Recommended minimum investment timeframe: 7 years

Current unit price

As at September 29, 2026

3.479476

Asset allocation

Current performance

As at August 31, 2026

1-month

1.36%

3-month

3.34%

1-year p.a.

4.63%

3-year p.a.

5.96%

5-year p.a.

2.05%

7-year p.a.

4.03%

10-year p.a.

5.84%

15-year p.a.

7.88%

Unit pricing history