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Portfolios

The choice is yours

Depending on your individual financial goals and risk level, we offer three investment portfolios to choose from.

Moderate 50/50

A diversified investment portfolio aiming to generate moderate levels of income and capital growth with a focus on limiting downside risk.

Risk level

Suggested investment time​

Medium

5 years

Asset Allocation (Maximum %)

Balanced 70/30

A diversified investment portfolio aiming to generate medium to high levels of capital growth with a moderate allocation to defensive assets.

Risk level

Medium - high

Suggested investment time

6 years

Asset Allocation (Maximum %)

Growth 90/10

A diversified investment portfolio of predominantly growth investments aiming to generate high levels of return with minimal exposure to defensive assets.

Risk level

Suggested investment time

High

7 years

Asset Allocation (Maximum %)

Other information

Management fee 

Minimum initial investment

Indicative number of holdings

Indicative model portfolio turnover

Authorised investments

Investment strategy & approach

0.80% p.a.

$20,000

15 - 30

15% p.a.

Managed Funds, ETF’s, LIC’s, LIT’s, ETMF’s and other ASX listed managed funds.

The macro-economic view drives how we allocate capital into a diverse portfolio of quality investments. A sound balance of investment styles is employed to capture returns. All active portfolio positions are assessed for Environmental, Social, and Governance considerations.

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View our 5-step investment process.

FAQ.

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