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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 10, 2026

3.409842

Asset allocation

Current performance

As at May 31, 2026

1-month

1.63%

3-month

-1.20%

1-year p.a.

6.06%

3-year p.a.

4.62%

5-year p.a.

2.49%

7-year p.a.

4.22%

10-year p.a.

5.77%

15-year p.a.

6.96%

Unit pricing history