Flagship Multi-Asset · SMA

Infinity Balanced Portfolio

To deliver outperformance above CPI +5.0% over rolling 3 year periods before fees.

Inception Oct 2015

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Snapshot
BenchmarkCPI + 5.0% p.a.
Risk profileHigh
Suggested timeframe3 to 5 years
Holdings10-25
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 a broad range of asset classes and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 66.5% exposure to growth assets (shares, listed property, infrastructure) and approximately 33.5% exposure to defensive assets (cash and fixed interest).

Designed for

Designed for investors who may be seeking exposure to a diversified mix of income and growth assets 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
HUB24INF032
BT PanoramaDAM2547AU
CFS EdgeEIRNINFB
NetwealthMACC000387

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.