Reliable retirement income

The ETFSA LA Wealth Protector Portfolio offers a cash-only investment of the highest credit quality for risk averse members who do not want to carry the risk of a capital loss.

The ETFSA LA Wealth Conservator Portfolio prioritises income generation from a broad range of sources – interest, dividends and other distributions, both domestic and global – offering a lower risk solution for members.

The ETFSA LA Wealth Builder Portfolio offers broadly diversified exposure to a comprehensive range of asset classes, investment styles and geographies with no preference given to near term relative value differentials.

As the default member option, the ETFSA LA Wealth Default Portfolio offers a static strategic asset allocation with a moderate risk profile, into a limited range of broad asset class ETFs.

The ETFSA LA Wealth Enhancer Portfolio offers members the opportunity to achieve capital growth over a long-term investment horizon (at least 10 years) but require a high tolerance for risk (short term volatility).

The ETFSA LA Wealth Maximiser Portfolio aims to provide exposure to high equity, across both local and global markets.

This unique proposition is completely allocated to global markets and has a strategic weighting of 75% growth assets (equities and property) and 25% defensive assets (global bonds and cash). The bulk of the portfolio is invested in mainstream indices (S&P500, MSCI world etc) with a small allocation to thematic ETFs (e.g. stocks aligned to advancements in global health care) and listed property.

November 2024