Balanced Trust
Minimum investment:
- initial investment and minimum balance: $5000
- minimum additional investments: $500.
Objective
The objective of the Australian Ethical Balanced Trust is to provide investors with a balance between capital growth and a moderate level of income through a diversified portfolio of assets that supports the Australian Ethical Charter.
Overview
- low turnover of shares
- investments in different asset types and markets to reduce volatility of return
- cross-investments may occur in our other investment choices to access specialised assets including international equities, smaller company shares, property, loans and fixed interest
- currency risk from international exposure is unhedged - this means that the value of the Trust’s investments in Australian dollars will vary as exchange rates vary.
Established
October 1989
Recommended minimum timeframe
- 1
- 2
- 3
- 4
- 5
- 6
- 7+
- Years
Asset Mix
55% Growth 45% Defensive
Investment risk
Investment risk illustration Low High
Asset Allocation
- Australian shares
- Cash
- Fixed interest
- International shares
- Property
Unit Prices
-
1 February 2012$1.0136$1.0124$1.0114
Returns
| Total returns to 31 December 2011 | 3 months | 1 year | 3 years | 5 years | 10 years | Since Inception |
|---|---|---|---|---|---|---|
| Balanced Trust | 1.50% | -4.20% | 2.20% | -1.60% | 3.60% | 6.00% |
| Benchmark: Morningstar Multisector Balanced | 2.00% | -1.40% | 5.60% | 0.10% | 4.00% | 6.50% |
