This portfolio aims to provide strong capital growth over the long term.
The primary focus of the portfolio blueprint is on capital growth with a
secondary focus on tax effective income.
This portfolio aims to provide a strong return over the long term comprised
of capital growth and income. The primary focus of the portfolio blueprint is
on providing tax effective return with added emphasis on income.
This portfolio aims to provide a strong long term after-tax return to tax
exempt investors who are able to utilise franking credits1.
Investment timeframe
Over five years
Expected turnover per annum
50-95% of portfolio
Typical number of stocks
25-35
Likely yield
Higher than S&P/ASX200 (ex-LPT) dividend yield
1. Registered charities that are endorsed by the Commissioner of
Taxation as being income tax-exempt and superannuation funds funding current
pension liabilities.
As an investor with BT Private Portfolio, you have access to other asset
classes through funds managed by BT's in-house team and our strategic alliance
managers, allowing for the benefits of a more diversified investment
portfolio.
A diversified investment portfolio spreads your risk across the range of
asset classes, thus protecting your investment from over exposure to the
adverse movements of any single asset class.
Your financial adviser can help you create a diversified portfolio by
selecting from the following:
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