* Over the long term, a balanced portfolio is expected to provide a before tax total return of between 8.5% and 9.5% per annum. A balanced portfolio is based on an a split income 40% / growth 60% split.
Calculations do not take into account fees or tax. Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalised advice from qualified professionals regarding all personal investing issues.