IMX portfolio factsheets

    Here you'll find the latest factsheets for IMX grow and spend. These are updated quarterly and can be easily downloaded to use with your clients.

    IMX grow factsheets

    The IMX grow portfolios have been designed for client goals focused on investment growth. Full details can be found in the factsheets below.

    IMX grow factsheet

    IMX spend factsheets

    The IMX spend portfolios have been designed for client goals focused on taking a regular income. Full details can be found in the factsheets below.

    IMX spend factsheet

    IMX scheduled rebalancing

    All IMX portfolios will be reviewed for rebalancing on a quarterly basis as we believe that regularly rebalancing to the model portfolio allocation will result in improved risk adjusted returns for our clients. We also believe it will help safeguard from being overly exposed to undesired risk by maintaining the targeted asset allocation. IMX portfolios will be rebalanced through the asset allocation monitoring framework as required. Our objective is to trigger rebalances by close of business on the following dates, with trading commencing the next business day:

    29 January 2021

    5 May 2021

    30 July 2021

    29 October 2021

    Past performance is not a reliable guide to future performance. The value of an investment can go down as well as up and may be less than the amount(s) paid in. 

    Find out more about IMX

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