Portfolio Performance

The Portfolio Performance has returned:

The Australian Shares Income Funds mainly concentrates to allocate the funds in income generating funds, Mfunds, and ETFs etc. with a maturity period of five to seven years. The Australian Shares Income Funds ensure a constant income generation and is well designed for Growth Investors. The investors who wish to have a regular and a stable income over a long-term should invest in these funds. Returns on such investment are probably fixed. Investors are exposed to credit and interest rate risk when they invest in these funds. Investing in these funds will provide a little capital appreciation and stable income to the investor.

13.7 %

YTD returns

13.08 %

1 yr returns

14.94 %

3 yr returns

9.52 %

5 yr returns

( *Weighted Average Returns as on December, 2021)

Current Holdings

Risks Involved

Market Risk

It is a risk that affects the performance of the whole market. Market risk cannot be eliminated by diversification. This arises because of the changes in the interest rates, exchange rates, and events such as a recession. Market Risk is also known as systematic risk.

Currency Risk

Currency risk also referred to as an exchange-rate risk; it arises mainly because of the changes in the price of one currency in relation to the other. Investors or Companies who have business operations around the world are exposed to Currency Risk.

Capital risk

It reflects the ability to lose part or all of an investment. It refers to the entire asset gamut that is not subject to a complete return guarantee for original capital. Wheninvesting in stocks, non-governmental bonds, real estate,commodities, and other alternative assets, investors face capital risk

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Fees Structure

PORTFOLIO NAME Portfolio Construction (A) Fund Manager Fee (B) TOTAL FEE(A+B)
Education Scheme $120.00 $120.00 $240.00
Saving Scheme $120.00 $120.00 $240.00
Growth Fund $120.00 $120.00 $240.00
Australian Shares $120.00 $120.00 $240.00
High Growth Fund $120.00 $120.00 $240.00