What is a 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.
Products suitable for this investment style
A Wealth specialist can help guide you. Make an enquiry today.
Read next
Asset classes explained
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
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.