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Growth/High Growth investment style

Education HUB article

5 minute read

What is a growth/high growth investment style?

As a growth/high growth investor you prioritise capital growth in your investment and have a good tolerance for risk and volatility. Typically, you would be willing to forego immediate access to your money. You understand that this investment style is high risk. In return there is the potential for higher investment performance in the long term.

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 minimum investment timeframe of 5-7 years.

Asset allocation

A typical asset allocation for this style would be 80% growth assets (such as shares, infrastructure, listed property) and 20% defensive) assets.

Chart showing asset allocation for growth high growth investment style

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

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Sandhurst Trustees Limited ABN 16 004 030 737 AFSL 237906 (Sandhurst) is a wholly owned subsidiary of Bendigo and Adelaide Bank Limited ABN 11 068 049 178 AFSL 237879. Each of these companies receive remuneration on the issue of the product or service they provide. Sandhurst is the responsible entity and issuer of the managed funds available on this website, and is also the trustee and issuer of the Bendigo superannuation products. Investments in these products are not deposits with, guaranteed by, or liabilities of Bendigo and Adelaide Bank and are subject to normal investment risk, including possible delays in repayment and loss of income and capital invested. Before making an investment decision in relation to one of these products you should consider your situation and read the relevant Product Disclosure Statement available on this site.

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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