Direct Equity · SMA

Infinity Core Australian Equity Portfolio

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

Inception June 2016

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Snapshot
BenchmarkS&P/ASX 200 (TR) Index
Risk profileHigh
Suggested timeframe5 to 7 years
Holdings10-25
Investment feeRefer to PDS for details
Minimum investmentA$25,000
About this portfolio

The portfolio provides exposure to a diversified mix of Australian companies listed on the ASX and generally part of the S&P/ASX200 (TR) Index. The long-term, strategic asset allocation aims to have approximately 100% exposure to growth assets (shares and listed property).

Designed for

Designed for investors who may be seeking exposure to a diversified mix of Australian companies listed on the Australian Securities Exchange (‘ASX’) and part of the S&P/ASX 200 (TR) Index and can tolerate higher levels of investment risk over shorter time periods with the potential for negative returns in any single year.

Managed by Dominic Mlcek

Platforms
HUB24INF038
BT PanoramaDAM0411AU
CFS EdgeEIRNINFCAE
NetwealthMACC000393
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.