Best Risk vs Return ETF’s

VTS-US Total Market Shares Index

US Shares, more than 3500 of them so well diversified and very low cost. No currency hedge.

Category: International Shares
Historic Return: 19.23%
How Risky? : 3 Moderate Risk

Risk vs Return

WVOL-Edge MSCI World Minimum Volatility ETF

Invests in companies in the developed world that display lower volatility than average. USA, Canada, Japan, Australia.

Category: International Shares
Historic Return: 12.34%
How Risky? : 2 Low Risk

Risk vs Return

PLUS-Australian Corporate Bond Plus ETF

Invests in the highest yielding investment grade Australian corporate bonds it can find. Thats debt issued by big Australian companies that pays a better yield than government bonds.

Category: Australian Fixed Income
Historic Return: 3.87%
How Risky? : 1 Very Low Risk

Risk vs Return

MONY-Cash ETF

MONY attempts to provide a return that exceeds the Australian Reserve Bank Cash Rate. Low risk with regular income.

Category: Cash
Historic Return: 1.58%
How Risky? : 1 Very Low Risk

Risk vs Return

FLOT-Australian Floating Rate ETF

Invests in a portfolio of floating rate notes so the returns you get vary with inflation. A good safe place to be if you think interest rates are going up.

Category: Australian Fixed Income
Historic Return: 2.08%
How Risky? : 1 Very Low Risk

Risk vs Return

MVOL-Edge MSCI Australia Minimum Volatility ETF

Diversified Portfolio of Australian shares that tries to have lower than average volatility or risk.

Category: Australian Shares
Historic Return: 11.45%
How Risky? : 5 Very Risky

Risk vs Return

AAA-High Interest Cash

Seeks a return similar to a 30 day term deposit rate. Low risk savings type investment.

Category: Cash
Historic Return: 3.39%
How Risky? : 1 Very Low Risk

Risk vs Return

ISEC-Enhanced Cash ETF

This fund attempts to provide a yield that is better than the straight Australian cash yield by buying higher yielding securities, still low risk.

Category: Cash
Historic Return: 1.94%
How Risky? : 1 Very Low Risk

Risk vs Return

HACK-Global Cybersecurity ETF

A portfolio of cyber security companies such as VM ware and Symantec. Exposure in USA, UK, Netherlands even Israel. More than 30 companies.

Category: International Shares
Historic Return: 20.68%
How Risky? : 5 Very Risky

Risk vs Return

WXOZ-S&P World Ex Australia Fund

Exposure to large and mid size companies from 25 countries but not Australia. Highest weighting is to the US then Japan and to IT and Banks.

Category: International Shares
Historic Return: 15.05%
How Risky? : 3 Moderate Risk

Risk vs Return

WDMF-Edge MSCI World Multifactor ETF

Holds a portfolio of developed market stocks that score well on four factors: quality, value, size, momentum.

Category: International Shares
Historic Return: 14.36%
How Risky? : 3 Moderate Risk

Risk vs Return

BILL-Core Cash ETF

Very low risk investment with regular income. Like a savings account.

Category: Cash
Historic Return: 1.78%
How Risky? : 1 Very Low Risk

Risk vs Return

HBRD-Active Australian Hybrids Fund (Managed Fund)

HBRD invests in "hybrid" securities which are a bit like corporate bonds and a bit like shares. Should return more than fixed income and less than shares.

Category: Australian Fixed Income
Historic Return: 2.90%
How Risky? : 1 Very Low Risk

Risk vs Return

IJR-S&P SmallCap 600

About 600 smaller companies in the US. Diversified and very low cost exposure but quite high risk.

Category: International Shares
Historic Return: 21.10%
How Risky? : 5 Very Risky

Risk vs Return

VAP-Australian Property Securities Index ETF

Invests in diversified Australian property securities listed on the ASX

Category: Australian Property
Historic Return: 16.48%
How Risky? : 4 Risky

Risk vs Return

CORE-Global Core Infrastructure ETF

75 of the least volatile global infrastructure shares. Includes Telecom, Energy and Water companies.

Category: International Shares
Historic Return: 11.88%
How Risky? : 2 Low Risk

Risk vs Return

QPON-Australian Bank Senior Floating Rate Bond ETF

Invests in Australian Bank Floating Rate Note bonds. These bonds pay a regular coupon that varies with interest rates, so as interest rates go up so does your coupon.

Category: Australian Fixed Income
Historic Return: 2.96%
How Risky? : 1 Very Low Risk

Risk vs Return

RINC-Legg Mason Real Income Fund

Actively managed RINC holds shares with real assets like property or infrastructure and aims to generate income from a diversified portfolio.

Category: Australian Shares
Historic Return: 13.17%
How Risky? : 2 Low Risk

Risk vs Return

ETHI-Global Sustainability Leaders ETF

The 100 top global companies (ex Australia) that are considered climate change leaders eg. carbon efficient and not engaged in irresponsible activities.

Category: International Shares
Historic Return: 16.28%
How Risky? : 3 Moderate Risk

Risk vs Return

IHWL-Core MSCI World All Cap AUD Hedged ETF

Invests in Developed Markets companies large and small. Very diversified, and hedged in A$. Low cost.

Category: International Shares
Historic Return: 13.16%
How Risky? : 4 Risky

Risk vs Return

IJH-S&P MidCap 400

Midcap400 invests in medium size US companies. Diversified exposure and very low costs.

Category: International Shares
Historic Return: 19.29%
How Risky? : 4 Risky

Risk vs Return

IOO-Global 100 ETF

Basically the 100 most important companies in the world. Stocks from US, UK, Germany, Switzerland. Apple is no.1. No currency hedge.

Category: International Shares
Historic Return: 15.04%
How Risky? : 3 Moderate Risk

Risk vs Return

IVV-S&P 500

Tracks the S&P 500 by buying the 500 largest companies in the US. Very low cost diversified exposure.

Category: International Shares
Historic Return: 19.98%
How Risky? : 3 Moderate Risk

Risk vs Return

IXJ-Global Healthcare ETF

Global companies involved in bio technology, healthcare, medical instruments and pharmaceuticals. Johnson and Johnson is the largest holding.

Category: International Shares
Historic Return: 19.01%
How Risky? : 4 Risky

Risk vs Return

SPY-S&P 500 ETF Trust

The S&P 500 covers the biggest companies in the US. Companies like Apple, Microsoft, Amazon, Facebook, Berkshire Hathaway. Very low cost.

Category: International Shares
Historic Return: 15.80%
How Risky? : 4 Risky

Risk vs Return

TECH-Morningstar Global Technology ETF

Holds shares to track the Morningstar Developed Markets Technology Moat Fund. Moat means the companies have an economically sustainable business model.

Category: International Shares
Historic Return: 28.43%
How Risky? : 5 Very Risky

Risk vs Return

CRED-Australian Investment Grade Corporate Bond

Up to 35 Australian investment grade corporate bonds chosen for expected excess returns.

Category: Australian Fixed Income
Historic Return: 6.67%
How Risky? : 1 Very Low Risk

Risk vs Return

IXI-Global Consumer Staples ETF

Portfolio of global shares in the consumer staples sector. Think Nestle, Coca Cola, Phillip Morris etc.

Category: International Shares
Historic Return: 13.75%
How Risky? : 2 Low Risk

Risk vs Return

AUMF-Edge MSCI Australia Multifactor ETF

Diversified Australian portfolio targeting, quality, value, size and momentum factors. Rules based multifactor strategy.

Category: Australian Shares
Historic Return: 13.60%
How Risky? : 3 Moderate Risk

Risk vs Return

IWLD-Core MSCI World All Cap ETF

Very Diversified developed markets equity fund. No currency hedge. Low cost.

Category: International Shares
Historic Return: 13.01%
How Risky? : 2 Low Risk

Risk vs Return

MOAT-Morningstar Wide Moat ETF

Buys attractively priced US companies with a sustainable competitive advantage (the moat). 40 stocks, largest holding Polaris.

Category: International Shares
Historic Return: 15.44%
How Risky? : 4 Risky

Risk vs Return

ZYUS-S&P 500 High Yield Low Volatility ETF

50 big US companies paying better than average dividends also targets diversity, low risk and liquidity (easy to buy and sell).

Category: International Shares
Historic Return: 17.15%
How Risky? : 3 Moderate Risk

Risk vs Return

INCM-Global Income Leaders ETF

100 global companies that pay attractive divs - no Australian companies

Category: International Shares
Historic Return: 11.75%
How Risky? : 2 Low Risk

Risk vs Return

VBLD-Vanguard Global Infrastructure Index

Global Infrastructure fund, roads, bridges and power generators.

Category: International Shares
Historic Return: 19.09%
How Risky? : 3 Moderate Risk

Risk vs Return

FEMX-Global Emerging Markets Fund

Small portfolio of 30 to 50 stock in emerging economies focussed on good corporate governance.

Category: International Shares
Historic Return: 28.49%
How Risky? : 2 Low Risk

Risk vs Return

QLTY-Global Quality Leaders

15o International companies ranked highest for 'quality'. High return on equity and low debt. Walt Disney is the biggest holding. Heavy on IT companies and US companies.

Category: International Shares
Historic Return: 13.65%
How Risky? : 2 Low Risk

Risk vs Return

VEFI-Ethically Conscious Global Aggregate Bond Index Hedged

Global bond fund that does not invest in fossil fuels, vice or weapons. Ex Australia.

Category: Global Fixed Income
Historic Return: 5.99%
How Risky? : 1 Very Low Risk

Risk vs Return

VISM-MSCI International Small Companies Index

Global smaller companies ex Australia. Nearly 4000 companies held, 60% US.

Category: International Shares
Historic Return: 17.57%
How Risky? : 4 Risky

Risk vs Return

CURE-S&P Biotech ETF

Biotech ETF. Companies that research and develop drugs and treatments. Focussed on US biotech industry. Holds 124 companies with median size of US$1.6 bn.

Category: International Shares
Historic Return: 40.59%
How Risky? : 5 Very Risky

Risk vs Return

CNEW-China New Economy ETF

Buys Chinese listed companies with good growth prospects in Consumer, Healthcare and Technology sectors. 120 'fundementally sound' companies .

Category: International Shares
Historic Return: 70.77%
How Risky? : 5 Very Risky

Risk vs Return

BNDS-Legg Mason Australian Bond Fund (Managed Fund)

Actively managed Australian bond fund.

Category: Australian Fixed Income
Historic Return: 10.43%
How Risky? : 1 Very Low Risk

Risk vs Return

MVA-Australian Property ETF

Designed to capture the performance of the property sector of the Australian economy.

Category: Australian Property
Historic Return: 12.96%
How Risky? : 4 Risky

Risk vs Return

MICH-Infrastructure Fund (Currency Hedged) (Managed Fund)

The fund seeks to offer the stable returns from global infrastructure assets while providing some protection against adverse currency movements.

Category: International Shares
Historic Return: 8.51%
How Risky? : 2 Low Risk

Risk vs Return

VBND-Global Aggregate Bond Index (Hedged) ETF

Invests globally in any fixed rate security issued by an entity that is at least investment grade, so Governments, Gov't entities, corporates and securitised assets. No currency risk.

Category: Global Fixed Income
Historic Return: 2.56%
How Risky? : 1 Very Low Risk

Risk vs Return

SLF-ASX 200 Listed Property Fund

Designed to track the Australian Property Index by holding ASX listed REIT's, with low cost and low tracking error.

Category: Australian Property
Historic Return: 15.63%
How Risky? : 4 Risky

Risk vs Return

VEU-All-World EX US Shares Index

VEU provides exposure to some of the largest companies in the developed and emerging world outside the US. With over 2500 holdings its pretty diverse.

Category: International Shares
Historic Return: 10.95%
How Risky? : 3 Moderate Risk

Risk vs Return

QMIX-MSCI World Quality Mix Fund

This ETF builds a portfolio on 3 factors, low volatility, quality and size. 60% US shares, 10% Japan and 6% UK. Microsoft, Apple, Johnson and Johnson.

Category: International Shares
Historic Return: 10.92%
How Risky? : 4 Risky

Risk vs Return

VAE-FTSE Asia Ex-Japan Shares index

This one invests in Asian companies but not Japan or Australia or NZ. No currency hedging. Holds about 800 stocks in China, Korea, Taiwan and more.

Category: International Shares
Historic Return: 11.92%
How Risky? : 3 Moderate Risk

Risk vs Return

IFRA-FTSE Global Infrastructure (Hedged) ETF

Invests in Developed Markets Infrastructure assets. Countries include USA, Canada, Australia and Spain. Infrastructure includes toll roads, electric utilities etc and should provide stable income.

Category: International Shares
Historic Return: 10.05%
How Risky? : 2 Low Risk

Risk vs Return

BOND-ASX Australian Bond Fund

Invests in Government, semi Government and corporate bonds. Low risk, regular income savings product.

Category: Australian Fixed Income
Historic Return: 3.48%
How Risky? : 1 Very Low Risk

Risk vs Return

IHHY-Global High Yield Bond (AUD Hedged) ETF

Invests globally in high yield corporate bonds, some of the bonds are rated below investment grade which is why the yield is higher and so is the risk.

Category: Global Fixed Income
Historic Return: 7.43%
How Risky? : 2 Low Risk

Risk vs Return

VGS-MSCI Index International Series

This ETF holds more than 1500 companies from developed economies but not Australia. Some of the largest companies globally such as Apple, Google, Amazon etc. Low cost.

Category: International Shares
Historic Return: 11.21%
How Risky? : 3 Moderate Risk

Risk vs Return

EX20-Australian Ex-20 Portfolio Diversifier ETF

Invests in the Australian top 200 companies but not the top 20. Many portfolios already own the top 20 so this portfolio provides diversification.

Category: Australian Shares
Historic Return: 12.66%
How Risky? : 5 Very Risky

Risk vs Return

UBU-MSCI USA Ethical ETF

With about 600 shares this ETF provides a diverse portfolio of US companies that excludes Tobacco or Weapons. Low cost fund.

Category: International Shares
Historic Return: 11.91%
How Risky? : 5 Very Risky

Risk vs Return

IVE-MSCI EAFE ETF

Large and mid size companies from around the developed world but excludes US and Canadian shares. Not a fan of the US this might be for you.

Category: International Shares
Historic Return: 11.65%
How Risky? : 3 Moderate Risk

Risk vs Return

DJRE-Dow Jones Global Real Estate Fund

Invests in commercial and residential real estate globally. Includes US, Japan, Australia, Uk and more. No currency hedge.

Category: Global Property
Historic Return: 11.95%
How Risky? : 4 Risky

Risk vs Return

QUS-FTSE RAFI US 1000 ETF

The performance of the 1000 biggest companies in the US

Category: International Shares
Historic Return: 11.54%
How Risky? : 4 Risky

Risk vs Return

IHEB-Emerging Markets Bond (AUD Hedged) ETF

This fund buys bonds issued in US$ by emerging markets governments and "quasi" government entities. Risks and returns are expected to be higher. No currency risk.

Category: Global Fixed Income
Historic Return: 5.93%
How Risky? : 2 Low Risk

Risk vs Return

VDCO-Diversified Conservative Index

Conservative portfolio that invests in other ETF's so you dont have to.

Category: International Shares
Historic Return: 3.53%
How Risky? : 1 Very Low Risk

Risk vs Return

BNKS-Global Banks ETF - Currency Hedged

Big global banks (not Australian) hedged to reduce currency risk. Think JP Morgan, Bank of America, Wells Fargo.

Category: International Shares
Historic Return: 15.41%
How Risky? : 5 Very Risky

Risk vs Return

IJP-MSCI Japan ETF

Invests in a diverse portfolio of Japanese shares representing 85% of the market. No currency hedge. Largest holding is Toyota.

Category: International Shares
Historic Return: 14.54%
How Risky? : 4 Risky

Risk vs Return

WDIV-Global Dividend Aristocrat

Buys global companies that have increasing or stable dividends for 10 years

Category: International Shares
Historic Return: 12.23%
How Risky? : 3 Moderate Risk

Risk vs Return

VACF-Australian Corporate Fixed Interest Index Fund

Diversified exposure to the Australian investment grade corporate bond market. Mostly Australian and international banks.

Category: Australian Fixed Income
Historic Return: 3.26%
How Risky? : 1 Very Low Risk

Risk vs Return

IAA-Asia 50 ETF

Invests in the 50 largest companies in Asia including China, Hong Kong, Macau, Singapore, South Korea and Taiwan

Category: International Shares
Historic Return: 13.38%
How Risky? : 4 Risky

Risk vs Return

NDQ-NASDAQ 100 ETF

Provides exposure to the 100 largest non financial US NASDAQ stocks. Heavily weighted towards technology stocks.

Category: International Shares
Historic Return: 16.36%
How Risky? : 5 Very Risky

Risk vs Return

QUAL-MSCI World Ex-Australia ETF

Global portfolio with no Australian shares. Selected based quality defined as; return on equity, earnings growth, low financial leverage.

Category: International Shares
Historic Return: 14.18%
How Risky? : 4 Risky

Risk vs Return

GOVT-ASX Australian Government Bond Fund

GOVT invests in Australian Government and semi Government bonds to give you a stable income stream.

Category: Australian Fixed Income
Historic Return: 3.02%
How Risky? : 1 Very Low Risk

Risk vs Return

IHCB-Core Global Corporate Bond (AUD Hedged) ETF

Invests globally in investment grade corporate bonds. No currency risk.

Category: Global Fixed Income
Historic Return: 4.54%
How Risky? : 2 Low Risk

Risk vs Return

VGB-Australian Government Bond Index ETF

Buys bonds issued by the Australian federal and state governments and agencies. Stable income.

Category: Australian Fixed Income
Historic Return: 2.67%
How Risky? : 1 Very Low Risk

Risk vs Return

UBP-MSCI Asia APEX 50 Ethical ETF

Ethical Asia ex Japan fund. Diversified exposure to Asia with no "controversial" weapons or Tobacco companies. Think Tencent, Samsung, Alibaba.

Category: International Shares
Historic Return: 8.90%
How Risky? : 5 Very Risky

Risk vs Return

IZZ-China Large-Cap ETF

Tracks an index that comprises the 50 largest Chinese companies listed in Hong Kong. Largest holding is Tencent. No currency hedge.

Category: International Shares
Historic Return: 11.82%
How Risky? : 5 Very Risky

Risk vs Return

RSM-Russell Australian Semi-Government Bond ETF

This ETF invests in semi gov't bonds, so mainly state government credit. Slightly more risky than governement bonds but still low risk income and better return.

Category: Australian Fixed Income
Historic Return: 2.35%
How Risky? : 1 Very Low Risk

Risk vs Return

IKO-MSCI South Korea Capped ETF

This fund buys companies in South Korea. Largest holding is Samsung. No currency hedge.

Category: International Shares
Historic Return: 7.81%
How Risky? : 5 Very Risky

Risk vs Return

VAF-Australian Fixed Interest Index

VAF invests in income generating assets including Government and semi bonds and investment grade corporate bonds. Low risk income.

Category: Australian Fixed Income
Historic Return: 2.56%
How Risky? : 1 Very Low Risk

Risk vs Return

MVR-Australian Resources ETF

Provides exposure to the largest resources companies in Australia. Includes miners and mining services companies. Minimum 20 holdings.

Category: Australian Shares
Historic Return: 9.57%
How Risky? : 5 Very Risky

Risk vs Return

UMAX-S&P500 Yield Maximiser Fund (Managed Fund)

Holds shares in the US S&P 500 (Big stocks) and then gives up some upside by selling call options and receiving income from that. A good strategy in a market expected to go sideways.

Category: International Shares
Historic Return: 10.40%
How Risky? : 3 Moderate Risk

Risk vs Return

VGE-FTSE Emerging Markets Shares

Holds more than 4000 companies from emerging market countries including China, Taiwan, India, Brazil, South Africa, Russia and more. Try doing that yourself.

Category: International Shares
Historic Return: 8.19%
How Risky? : 4 Risky

Risk vs Return

UBJ-MSCI Japan Ethical ETF

Diverse portfolio of Japanese Equities which excludes companies involved in Tobacco or Weapons. Typically about 320 companies. At present Toyota is biggest holding.

Category: International Shares
Historic Return: 6.29%
How Risky? : 5 Very Risky

Risk vs Return

USD-U.S. Dollar ETF

Tracks the US$ relative to the Australian Dollar.

Category: Currency
Historic Return: 7.06%
How Risky? : 2 Low Risk

Risk vs Return

VGAD-MSCI Index International Series (Hedged)

This ETF holds more than 1500 companies from developed economies but not Australia. Some of the largest companies globally such as Apple, Google, Amazon etc. Low cost. Currency hedged.

Category: International Shares
Historic Return: 8.35%
How Risky? : 4 Risky

Risk vs Return

ZYAU-ASX 300 High Yield Plus ETF

The ETF tracks the high dividend index and is weighted to positive environmental, social and governance characteristics.

Category: Australian Shares
Historic Return: 10.93%
How Risky? : 4 Risky

Risk vs Return

OZF-ASX 200 Financials ex A-REITS Fund

Invests in Australian Banks and other financial services but not real Estate Trusts. Banks, Insurance, Mortgage Brokers etc

Category: Australian Shares
Historic Return: 8.31%
How Risky? : 5 Very Risky

Risk vs Return

VAS-Australian Shares Index

Invests in the 300 largest companies in Australia. provide diversified share exposure at low cost. Core.

Category: Australian Shares
Historic Return: 9.78%
How Risky? : 3 Moderate Risk

Risk vs Return

RDV-High Dividend Australian Shares ETF

Invests in Australian shares and trusts expected to pay dividends.

Category: Australian Shares
Historic Return: 9.65%
How Risky? : 3 Moderate Risk

Risk vs Return

MGE-Global Equities Fund (Managed Fund)

This managed fund buys global companies based on fundamental analysis of value overlaid with macroeconomic "insight". Actively managed with a performance fee.

Category: International Shares
Historic Return: 10.44%
How Risky? : 3 Moderate Risk

Risk vs Return

WRLD-Managed Risk Global Share Fund (Managed Fund)

Diversified portfolio of global shares (approx 1500) weighted by size. Also uses a protection strategy using futures to reduce volatility.

Category: International Shares
Historic Return: 7.80%
How Risky? : 2 Low Risk

Risk vs Return

IEM-MSCI Emerging Markets ETF

800 + Emerging Markets stocks from China, Korea, Taiwan, India, Brazil and more. No currency hedge. Largest holding Tencent.

Category: International Shares
Historic Return: 8.50%
How Risky? : 4 Risky

Risk vs Return

WEMG-S&P Emerging Markets Fund

Portfolio of large and mid size stocks from emerging markets. 32% China, 14% Taiwan, 14% India. Nearly 400 companies representing 85% of each emerging market.

Category: International Shares
Historic Return: 9.86%
How Risky? : 5 Very Risky

Risk vs Return

VLC-MSCI Australian Large Companies Index

Invests in the largest companies in Australia. About 30 shares with a median market cap of A$87B.

Category: Australian Shares
Historic Return: 8.77%
How Risky? : 3 Moderate Risk

Risk vs Return

SSO-ASX Small Ordinaries Fund

SSO invests in the 200 companies ranked by size between 100 and 300 in Australia.

Category: Australian Shares
Historic Return: 5.98%
How Risky? : 4 Risky

Risk vs Return

AUST-Managed Risk Australian Share Fund (Managed Fund)

Diversified Australian share portfolio which aims to reduce volatility or risk, so it might not go up as much as others but should be defensive.

Category: Australian Shares
Historic Return: 5.25%
How Risky? : 2 Low Risk

Risk vs Return

RARI-Australian Responsible Investment ETF

A diversified high dividend fund with a social conscience. Screened for environmental, social and governance factors.

Category: Australian Shares
Historic Return: 5.38%
How Risky? : 5 Very Risky

Risk vs Return

STW-The ASX 200 Fund

STW invests in the top 200 companies in Australia. It tracks the ASX200 index closely with low costs. Diversified core exposure.

Category: Australian Shares
Historic Return: 9.28%
How Risky? : 3 Moderate Risk

Risk vs Return

IOZ-Core ASX 200 ETF

Invests in the top 200 companies in Australia. That index covers about 80% of the capitalisation of the whole market.

Category: Australian Shares
Historic Return: 8.87%
How Risky? : 3 Moderate Risk

Risk vs Return

QOZ-RAFI Australia 200 ETF

Uses RAFI special sauce to try to outperform the top 200 companies in Australia. Tries to reduce the effect of market speculation. QOZ has a better risk adjusted return than the index.

Category: Australian Shares
Historic Return: 10.61%
How Risky? : 4 Risky

Risk vs Return

IGB-Treasury ETF

IGB invests in Australian Treasury Bonds to provide a stable government backed income stream.

Category: Australian Fixed Income
Historic Return: 2.51%
How Risky? : 2 Low Risk

Risk vs Return

GROW-Real Return Fund (Managed Fund)

The fund aims at producing real returns of 5% above inflation by actively managing a diverse portfolio. Invests in shares and fixed income in Australia and globally.

Category: International Shares
Historic Return: 3.67%
How Risky? : 2 Low Risk

Risk vs Return

SWTZ-Dividend Growth Fund (Managed Fund)

Managed fund, aims to provide franked dividends and capital growth by investing in blue chip Aussie shares.

Category: Australian Shares
Historic Return: 5.72%
How Risky? : 2 Low Risk

Risk vs Return

DIV-Morningstar Australia Dividend Yield ETF

Holds high quality Australian companies with good financial health and an ability to sustain above average dividends.

Category: Australian Shares
Historic Return: 5.72%
How Risky? : 5 Very Risky

Risk vs Return

MVS-Small Cap Dividend Payers ETF

Invests in smaller companies that pay dividends. Minimum 25 stocks.

Category: Australian Shares
Historic Return: 7.98%
How Risky? : 3 Moderate Risk

Risk vs Return