Infinity Accelerate Balanced Portfolio

Snapshot

Benchmark	CPI + 4.0% p.a.
Risk profile	High
Suggested timeframe	3 to 5 years
Holdings	Typically 10 - 25
Investment fee	Refer to PDS for details
Minimum investment	A$25,000

About this portfolio

The Infinity Accelerate Balanced Portfolio is a diversified portfolio that invests across Australian equities, international equities, property and infrastructure, alternatives, fixed interest, and cash. The portfolio is actively managed within defined ranges and constructed using Infinity’s structured investment framework, which combines top‑down macroeconomic and market analysis with bottom‑up fundamental research on individual investments. The long‑term strategic asset allocation aims to have approximately 70% exposure to growth assets and approximately 30% exposure to defensive assets. The portfolio seeks to balance capital growth and income through diversification across asset classes while actively managing risk across market conditions.

Designed for

Designed for investors who may be seeking exposure to a diversified mix of income and growth assets with capital appreciation over the medium to long term, and can tolerate a moderate to high level of investment risk that includes the potential for negative returns in any single year.

Managed by Piers Bolger, Chris Reynolds, CFA, Andrew Miles

Platforms

CFS Edge

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