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 August 27, 2025

3.36311

Asset allocation

Current performance

As at July 31, 2025

1-month

2.31%

3-month

8.65%

1-year p.a.

5.00%

3-year p.a.

4.76%

5-year p.a.

4.99%

7-year p.a.

4.87%

Unit pricing history

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