The MoneyBrilliant Save & Invest tool uses a number of model portfolios constructed and managed by BetaShares to illustrate possible investment returns and risks of saving and investing. The illustrative model portfolios we use are known as BetaShares Strategic Asset Allocation Portfolios.
The Betashares Strategic Asset Allocation portfolios are constructed using Exchange Traded Funds (ETF’s). ETF’s are typically a very cost effective investment product and they can be used to provide exposure to a variety of different asset classes and investments.
The BetaShares Strategic Asset Allocation model portfolios are based on the following long-term asset class assumptions. These assumptions are reviewed on an annual basis at the start of each calendar year.
Long term asset class assumptions
Annual Return Standard Deviation and Correlation Matrix
APRA/FSC/ASFA Standard Risk Measure
Strategic Asset Allocation Model Portfolio
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