Single Asset Class · SMA

Infinity Australian Equity Portfolio

To deliver outperformance above the S&P/ASX 200 (TR) Index over rolling 3 year periods before fees.

Inception Jun 2017

Adviser Login — live data & fact sheet
Snapshot
BenchmarkS&P/ASX 200 (TR) Index
Risk profileHigh
Suggested timeframe3 to 5 years
Holdings5-15
Investment feeRefer to PDS for details
Minimum investmentA$25,000
About this portfolio

The portfolio provides a diverse exposure to underlying managers and strategies across Australian equities and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 100% exposure to Australian equity assets.

Designed for

Designed for investors who may be seeking exposure to a diversified mix of Australian equity investments with capital appreciation over the long term, and can tolerate a moderate 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
HUB24INF037
BT PanoramaDAM3239AU
CFS EdgeEIRNINFAE
NetwealthMACC000392
Private Portfolios

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.