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Growth investment style

Education HUB article

3 minute read

What is a growth investment style?

A growth, also referred to as high growth, investment style prioritises capital growth in your investment.

This type of investing is often high-risk and requires you to have a tolerance for risk and volatility. Typically, investors employing a growth strategy are unable to have immediate access to their investment.

If this style is for you, a longer-term investment is to be expected and while a growth strategy comes with high-risk, high returns may follow.

Suitable to help achieve financial goals such as:

  • Investing on behalf of children
  • Children’s education
  • Retirement/Superannuation
  • Building wealth outside of super

Timeframe

Designed for investors with an investment timeframe of 5-7 years.

Asset allocation

Generally, the asset allocation for a growth portfolio would include 80% growth assets (shares, infrastructure, listed property) and 20% defensive assets (cash, bonds, fixed interest).

For more helpful articles, visit the Education HUB.

A Wealth specialist can help guide you. Make an enquiry today. 

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Things you should know

Sandhurst Trustees Limited

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Sandhurst is the issuer of the commercial lending products and the provider of any traditional trustee services available on this website. The Bendigo Funeral Bond (“the Bond”) is an investment product issued by Australian Friendly Society Limited (“the Society”), ABN 29 087 648 851 AFSL 247028, with benefits provided by the Society’s Funeral Benefit Fund established under Schedule 1, Rule E of its constitution and administered by Sandhurst. The Travel Protection Plan is issued by AIA Australia Limited ABN 79 004 837 861 AFSL 230043. The Society is associated with the Bank and its related entities. Neither the Bank nor any of its related entities guarantee the repayment of capital invested or the investment performance of the Bond. Information is correct at the date of this document and is subject to change.

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Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879. Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Please read the applicable Disclosure Documents before acquiring any product described on this website. Please also review our Financial Services Guide (FSG) before accessing information on this website. Information on this page can change without notice to you.

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