CFS Accelerate · SMA

Infinity Accelerate Growth Portfolio


To deliver outperformance of CPI + 4.5% p.a. over rolling 3 year periods before fees.

Inception Mar 2024

Snapshot
BenchmarkCPI + 4.5% p.a.
Risk profileHigh
Suggested timeframe3 to 5 years
HoldingsTypically 10 - 25
Investment feeRefer to PDS for details
Minimum investmentA$25,000
About this portfolio

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 for

Seek 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

Platforms
CFS EdgeEIRNINFAG

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.