HFMPs Enhanced Index series
HF Enhanced Index 30
Portfolio summary
A portfolio of actively and passively managed assets designed to achieve stable returns over the short to medium term.
Investor profile
For investors who regard security and stability as more important than the level of returns.
Investment return objective
To earn relatively stable returns over the short to medium term.
Benchmark
FE Fund Info Mixed Asset - Moderate
Minimum suggested time frame
3 years
Standard Risk Measure
3 / Low to medium
Long Term Target Asset Allocation
Growth 30%
Defensive 70%
HF Enhanced Index 30 long term target asset allocation
HF Enhanced Index 50
Portfolio summary
A portfolio of actively and passively managed assets designed to achieve moderate returns over the medium term.
Investor profile
For investors who seek capital growth and are willing to accept some volatility.
Investment return objective
To earn moderate returns over the medium-term.
Benchmark
FE Fund Info Mixed Asset - Balanced
Minimum suggested time frame
5 years
Standard Risk Measure
4 / Medium
Long Term Target Asset Allocation (and range)
Growth 50%
Defensive 50%
HF Enhanced Index 50 long term target asset allocation
HF Enhanced Index 70
Portfolio summary
A portfolio of actively and passively managed assets designed to achieve high returns over the long term.
Investor profile
For investors who desire the potential for higher returns and are comfortable with higher risks.
Investment return objective
To earn relatively high returns over the long term.
Benchmark
FE Fund Info Mixed Asset - Growth
Minimum suggested time frame
7 years
Standard Risk Measure
5 / Medium to High
Long Term Target Asset Allocation
Growth 70%
Defensive 30%
HF Enhanced Index 70 long term target asset allocation
HF Enhanced Index 85
Portfolio summary
A portfolio of actively and passively managed assets designed to achieve significant returns over the long term.
Investor profile
For investors who seek to maximise their return and are prepared to accept a higher level of risk on their investment.
Investment return objective
To earn significant returns over the long term.
Benchmark
FE Fund Info Mixed Asset - Aggressive
Minimum suggested time frame
9 years
Standard Risk Measure
6 / High to Very High
Long Term Target Asset Allocation
Growth 85%
Defensive 15%
HF Enhanced Index 85 long term target asset allocation
HF Enhanced Index 100
Portfolio summary
A portfolio of actively and passively managed assets designed to achieve significant returns over the long term.
Investor profile
For investors who seek to maximise their return and are prepared to accept a higher level of risk on their investment.
Investment return objective
To earn significant returns over the long term.
Benchmark
FE Fund Info Mixed Asset - Aggressive
Minimum suggested time frame
9 years
Standard Risk Measure
6 / High to Very High
Long Term Target Asset Allocation
Growth 99.5%
Defensive 0.5%
HF Enhanced Index 100 long term target asset allocation
Explore the Human Financial Managed Portfolios
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Dynamic series
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Strategic series
HF Strategic 50 • 70 • 85 • 100
HF International Growth 100Invests mainly in actively managed underlying investments with the ability for the Portfolio Manager to vary the allocation within each asset class but retaining the same overall split between growth and defensive assets.
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Enhanced Index series
HF Enhanced Index 30 • 50 • 70 • 85 • 100
Invests mainly in index focused growth underlying investments and active defensive underlying investments with the ability for the Portfolio Manager to vary the allocation within each asset class but retaining the same overall split between growth and defensive assets.