Sophisticated Investing Made Easy

Email: [email protected] | Call us: 0800 653 000 | Fax: 09 308 1455

Selected Balanced Portfolio

The Selected Balanced Portfolio is suitable for investors seeking a diversified investment to grow their capital over the medium and long term (more than five years), while accepting medium volatility.

​Minimum investment:

  • Initial investment: $10,000
  • Additional investment: $2,000
  • Regular investment: $500 p.m. or $250 p.m. with a minimum $10,000 investment

The asset allocations used in the Selected Portfolios may vary from the benchmark asset allocations because of tactical considerations.

For full details about the Selected Balanced Portfolio please refer to the fact sheet below:

If you would like to view the fact sheets and/or investment statements for the securities in the Selected Balanced Portfolio, please refer to the Custom-Built Portfolios page.