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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 May 7, 2026

3.442549

Asset allocation

Current performance

As at April 30, 2026

1-month

2.13%

3-month

-1.22%

1-year p.a.

8.88%

3-year p.a.

3.91%

5-year p.a.

1.99%

7-year p.a.

4.18%

10-year p.a.

5.77%

15-year p.a.

6.60%

Unit pricing history