Infinity Accelerate Growth Portfolio
To deliver outperformance of CPI + 4.5% p.a. over rolling 3 year periods before fees.
Inception Mar 2024
| Benchmark | CPI + 4.5% 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 |
The Infinity Accelerate Growth 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 using Infinity’s structured investment approach, incorporating top‑down macroeconomic analysis alongside bottom‑up fundamental research in portfolio construction and security selection. The long‑term strategic asset allocation aims to have approximately 85% exposure to growth assets and approximately 15% exposure to defensive assets. The portfolio is positioned to deliver higher long‑term capital growth and may experience greater volatility due to its higher allocation to growth assets.
Designed forSeek exposure to a diversified mix of income & growth assets with capital appreciation over the longer term and can tolerate a higher level of investment risk that includes the potential for negative returns in any single year.
Managed by Piers Bolger, Chris Reynolds, CFA, Andrew Miles
| CFS Edge | EIRNINFAG |
Past performance is not a reliable indicator of future performance. This page is intended for financial advisers and wholesale investors only. Live performance, holdings and fact sheets are available to advisers via the Inner Circle portal.