Choice (CFS First Choice) · SMA

Infinity Choice Balanced Portfolio – Super


To deliver outperformance of the CPI + 4.0% p.a. over a rolling three-year period.

Inception July 2024

Snapshot
BenchmarkRefer to PDS for details
Risk profileHigh
Suggested timeframe3 to 5 years
Investment feeRefer to PDS for details
Minimum investmentA$25,000
About this portfolio

The Infinity Choice Moderate Portfolio is a diversified portfolio designed specifically for the Colonial First Choice platform that invest across Domestic Fixed Income, Global Fixed Income, Domestic Equities, Global Equities, Property, Infrastructure, and Alternatives. The strategy provides a diverse exposure to underlying managers and is actively managed within allowable ranges using a blended approach (passive and active) to security selection. The long-term strategic asset allocation aims to have 70.0% exposure to growth assets and 30.0% to defensive assets. The strategy employs a Top-Down/Bottom-Up approach that blends Infinity’s Top-Down Asset Allocation approach with detailed fundamental due diligence in strategy selection.

Designed for

Seek exposure to a diversified mix of income & growth assets with capital appreciation over the longer 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 First Choice

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.