Retiree – G30

G30 Retiree

Summary:

The portfolio aims to achieve a return in excess of CPI + 0.75% p.a. over a rolling 3 year period, after fees. The portfolio also aims to provide higher income return and lower volatility than the Benchmark.

This portfolio may suit retiree investors with a minimum 3 year timeframe, who have a low to moderate tolerance to investment risk, and/or require low to moderate returns to meet their objectives.

Download the factsheet

Performance:

13

P.A.

Benchamark: Morningstar AUS Con Tgt Alloc NR AUD

Key Information:

  • Inception date: 30th September 2025
  • Risk profile: Conservative
  • Timeframe: 3 years +

Portfolio Strategy:

The portfolio is actively managed within allowable ranges and contains exposure to approximately 70% defensive assets (cash and fixed interest) and 30% growth assets (shares, property, infrastructure and alternatives), depending on market conditions.

Over the medium term the portfolio manager may adjust the portfolio, within allowable ranges, in response to evolving market conditions, economic indicators and valuation signals. The aim is to enhance returns and income or manage risk by taking into account cyclical trends rather than relying on static long-term assumptions.

Asset Allocation

30% Growth / 70%Defensive

Typical Holdings

No. of holdings

20

Minimum number of assets

10

Maximum number of assets

30

Minimum Absolute Asset Position %

1%

Maximum Absolute Asset Position %

20%

Minimum Initial Asset Weight %

2%

Minimum active asset weight change %

0.50%

Portfolio Managers

Our team has decades of experience in Australian multi-asset portfolio management, combining seasoned judgment with adviser-aligned expertise.

Aman Ramrakha
salita-Aman-Ramrakha
Aman Ramrakha

Aman Ramrakha

Chief Investment Officer
Tim Schroeders
salita-Tim-Schroders
Tim Schroeders

Tim Schroeders

Senior Portfolio Manager
Sean Webster
salita-Sean-Webster
Sean Webster

Sean Webster

Head of Research Services & Senior Portfolio Manager

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