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SBS Wealth Australasian Equity Portfolio

SBS Wealth Investment Fund

The fund aims to achieve capital growth and returns over the long-term through investing primarily in a portfolio of Australasian equities, either directly or indirectly via an underlying fund diversified across various sectors.

Recommended minimum investment timeframe: 7 years

lifestages australasian equity portfolio icon

SBS Wealth Investment Fund

SBS Wealth Australasian Equity Portfolio

The fund aims to achieve capital growth and returns over the long-term through investing primarily in a portfolio of Australasian equities, either directly or indirectly via an underlying fund diversified across various sectors.

Recommended minimum investment timeframe: 7 years

Current unit price

As at June 11, 2025

3.278358

Asset allocation

Current performance

As at May 31, 2025

1-month

4.33%

3-month

-0.03%

1-year p.a.

5.79%

3-year p.a.

3.33%

5-year p.a.

5.23%

7-year p.a.

4.86%

Unit pricing history