How are each of the three portfolios different?


The three portfolios have different objectives, provide different potential returns and best suit different timeframes and goals.

The Cautious portfolio is the least risky, being most focused on cash and bonds (which make up around 70% of the portfolio), whereas the Growth portfolio is more focused on achieving higher long-term returns by investing in more shares and property (which make up around 70% of the portfolio), which brings with it a higher level of risk. The Balanced portfolio sits between the two offering a mix of both more growth-focused assets such as shares and property and lower risk assets such as cash and bonds.

Explore the Our Portfolios page to learn more, and if you still have questions please get in touch with Client Support at support@morningstar.com.au or 1800 316 544.



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