Conservative

20% growth, 80% defensive

Moderate

40% growth, 60% defensive

Balanced

60% growth, 40% defensive

Growth

75% growth, 25% defensive

Aggressive

90% growth, 10% defensive

Our Chosen ETF’s

Australian Shares

Beta Shares Australia 200 A200

Tracks the ASX 200 Index.
Largest holdings include Commonwealth Bank, CSL, Telstra, BHP, and Westpac.

 

Fixed Income

iShares Core Composite Bond IAF

Comprised of investment grade fixed interest bonds issued in the Australian debt market.

 

International Shares

Vanguard MSCI Index International Shares VGS

Provides exposure to over 1500 companies around the world.
Largest holdings include Apple, Microsoft, Amazon, JP Morgan and Bank of America.

 Vanguard MSCI Index International Shares (Hedged)  VGAD

Provides exposure to over 1500 companies around the world hedged into Australian dollars.
Largest holdings include Apple, Microsoft, Amazon, JP Morgan and Bank of America

 

Enhanced Cash

Beta Shares High-Interest Cash AAA

Provides exposure to Australian cash via high-interest bank deposit accounts.

 

Australian Listed Property

Vanguard Australian Property Securities Index VAP

Tracks the Australian Property Securities Index providing exposure to retail, office, industrial and diversified property.
Largest holdings include Scentre Group, Westfield Group, Goodman Group and Stockland.

 

Emerging Markets

Vanguard FTSE Emerging Markets Shares VGE

Offers exposure to over 4000 companies across 20 different countries including China, India, Brazil ,Taiwan and Russia.

 

(03) 80807838

chois@collinshouse.com