Self-funding Installment Portfolio
This portfolio has been designed for those with a smaller balance in self-managed superannuation fund, however the portfolio can be applied to other investment structures.
This portfolio is based on the Core Australian Equites portfolio. A self-funding installment is used as the alternative to purchasing the ordinary share.
Where there is no self-funding installment an alternative may be selected otherwise the ordinary share is purchased. Self-funding installments are a geared investment and are weighted in the portfolio by its exposure to the ordinary share.
The overall aim of the portfolio is to maximize the use of franking credits, gearing and growth assets to assist those seeking a high growth, low cash flow strategy to grow their wealth.
S&P ASX200 Accumulation Index
Generally the Royston Capital Core Model portfolio with self-funding installment warrants replacing said investments where available.
Number of investments
The portfolio aims to be fully invested but generally has up to 3% cash at any one time and is otherwise unrestricted.
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