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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 April 29, 2026

3.331928

Asset allocation

Current performance

As at March 31, 2026

1-month

-4.81%

3-month

-3.89%

1-year p.a.

5.72%

3-year p.a.

3.53%

5-year p.a.

1.75%

7-year p.a.

4.16%

10-year p.a.

5.69%

15-year p.a.

6.52%

Unit pricing history