Fund

PAC Global Balanced Fund

Overview

Stewarding wealth in all conditions

Invest

The PAC Global Balanced Fund provides a reasonable bias towards growth investments with a modest allocation to defensive assets. Defensive investments include income-focused assets such as cash and fixed-interest securities, and growth investments include Australian and international equities and real estate.

Fund Characteristics

Objective

The PAC Global Balanced Fund aims to achieve investment returns in excess of CPI + 3%, after fees and expenses, over the long term.

Funds Characteristics

Investor Suitability

For investors who want a balanced portfolio with reasonable long-term capital growth potential, and can tolerate moderate to large changes in value.

Funds Characteristics

Fees and Cost

A management fee of 0.92% p.a. (including GST) applies to your investment within the PAC Capital Balanced Fund.

Strategic Asset Allocation