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Home > Strategies > Diversified Funds

Diversified Funds

We offer a suite of diversified funds applying sophisticated tactical asset allocation techniques to add value.

Investment Process 
Combines INGIM’s sector specialisation within each asset class with strategic and tactical asset allocation to optimise investment returns. Asset class decisions are made using a modelling process that takes into account three key factors: macro fundamentals; market psychology and market valuations.

Assets in Strategy Over $17.8 billion

Types of Strategies 

Capital Protected - Invests in growth/income assets to maximise returns whilst aiming to protect the fund from losses. Capital protection is at 85% of the highest unit price. Aims to exceed inflation by at least 3.75% pa over a 4 year period.

Capital Stable - 80/20% defensive/growth asset mix. Aims to exceed inflation by at least 2.5% pa over rolling 3 year periods.

Balanced - 40/60% defensive/growth asset mix. Aims to exceed inflation by at least 4.5% pa over rolling 4 year periods.

Managed Growth - 28/72% defensive/growth mix. Aims to exceed inflation by at least 5% pa over rolling 5 year periods.

Tax Effective Income - 30/70% defensive/growth mix of Australian assets, managed for a tax effective outcome. Aims to exceed inflation by at least 5% pa over rolling 5 year periods.

High Growth - A mix of 100% growth assets (50/50% Australian/global equities). Aims to exceed inflation by at least 6% pa over rolling 5 year periods.

Note: All return targets are before associated management fees and tax.
This strategy list is not exhaustive, other strategies can be tailored to meet client needs.