Skip to main content

Growth investment style

Education HUB article

3 minute read

What is a growth investment style?

A growth investment style prioritises capital growth in your investment. This is also applicable to a more aggressive 'high growth' investment style. 

This type of investing is often high-risk and requires you to have a tolerance for risk and volatility. Typically, investors employing a growth strategy are unable to have immediate access to their investment.

If this style is for you, a longer-term investment is to be expected and while a growth strategy comes with high-risk, high returns may follow.

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 an investment timeframe of 5-7 years.

Asset allocation

Generally, the asset allocation for a growth portfolio would include 20% defensive assets (cash, bonds, fixed interest) and 80% growth assets (shares, infrastructure, listed property).

For more helpful articles, visit the Education HUB.

Not sure what type of investor you are?

Answer a few questions to find out. 

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

Read next

Asset classes explained 

7 minute read
Investing

Asset classes refer to the different categories that investments with similar features can be grouped into. Becoming familiar with asset classes can help you to further understand what to expect from the various investment options available to you. 

Risk vs return

7 minute read
Investing

Investing can be a great way to grow your money and reach your financial goals. However, it’s important to understand that all investments carry a degree of risk. So, how can you balance risk vs return?

Things you should know

Sandhurst Trustees

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. Sandhurst is the responsible entity and issuer of the managed funds available on this website. Additionally, Sandhurst is the issuer of commercial lending products and the provider of traditional trustee services available on this website. Each of these companies receives remuneration on the issue of the product or service they provide. Investments in these products are not deposits with, guaranteed by, or liabilities of Bendigo and Adelaide Bank nor any of its related entities, and are subject to normal investment risk, including possible delays in repayment and loss of income and capital invested.

Information on the website is jointly prepared by Sandhurst and Bendigo and Adelaide Bank and subject to change without notice. Advice in relation to managed funds and commercial lending products is provided by Sandhurst. The information contains general advice only and does not take into account your personal objectives, situation or needs. Before making an investment decision in relation to these products you should consider your situation and read the relevant Product Disclosure Statement available on this site.

The information is given in good faith and has been derived from sources believed to be accurate at its issue date. Neither Sandhurst nor the Bendigo and Adelaide Bank give any warranty for the reliability or accuracy or accept any responsibility arising in any way, including by reason of negligence for errors or omissions for the information contained on this website. Neither Sandhurst nor the Bendigo and Adelaide Bank has an obligation to update, modify or amend this website or notify you in the event that a matter of opinion or projection stated changes or subsequently becomes inaccurate.

Neither Sandhurst nor Bendigo and Adelaide Bank is responsible for the content of any other site accessed via this site. That information is the responsibility of the site owner. Links to other sites are provided for convenience only and do not represent any endorsement by Sandhurst or the Bendigo and Adelaide Bank of the products and services offered by the site owner.

Bendigo and Adelaide Bank acknowledges Aboriginal and Torres Strait Islander peoples as the First Peoples of this nation and the Traditional Custodians of the land where we live, learn and work. We pay our respects to Elders past and present as it is their knowledge and experience that holds the key to the success of future generations.

Bendigo and Adelaide Bank Limited, ABN 11 068 049 178 AFSL / Australian Credit Licence 237879. Any advice provided on this website is of a general nature only and does not take into account your personal needs, objectives and financial circumstances. You should consider whether it is appropriate for your situation. Please read the applicable Disclosure Documents before acquiring any product described on this website. Please also review our Financial Services Guide (FSG) before accessing information on this website. Information on this page can change without notice to you.

© Copyright 2024 Bendigo and Adelaide Bank