We are focused on delivering superior investment returns at a reasonable cost.
INVESTMENT
PORTFOLIOS
PORTFOLIOS
2
MINIMUM INVESTMENT
from
from
$25,000
QUICK & EASY
SET UP
SET UP
INVESTMENT OBJECTIVE
The portfolio seeks to deliver long term growth in capital and income by investing in listed equities and other equity related managed investments in Australia. Whilst the portfolio is restricted to ASX listed securities and managed investments, it will also seek to gain exposure to International equities by owning ASX listed Exchange Traded Funds (ETF’s) and Listed Investment Companies (LIC’s).
WHO IS THIS SUITABLE FOR
Investors seeking exposure to a portfolio of equity assets that are diversified across asset classes within Australia and Globally. This may be appropriate for investors that do not currently have exposure to a diversified portfolio of shares.
Minimum Investment
$25,000
Risk Level
High Risk; Whilst we are extremely focused on long term capital preservation, equity markets can be very volatile and investors should be comfortable with risks before investing.
Suggested time frame
7+ years
Management fee
0.95%
Australian shares
International shares
* Indicative onlyComing Soon
INVESTMENT OBJECTIVE
The portfolio aims to provide investors with long term capital growth by invested in a high conviction, concentrated portfolio of Globally listed businesses.
WHO IS THIS SUITABLE FOR
Investors seeking exposure to a concentrated portfolio of Global businesses. This may complement an investor that is currently heavily exposed to Australian shares and is looking to diversify.
Minimum Investment (Not Target Returns):
$100,000
Risk Level
Equity markets can be extremely volatile in the short term.
Suggested time frame
7+ years
Management fee
0.95%
International Shares