Discover (HUB24) · SMA

Infinity Discover Balanced Portfolio

The portfolio aims to deliver outperformance of CPI + 4.0% p.a., before fees, over rolling 3-year periods.

Inception Apr 2025

Adviser Login — live data & fact sheet
Snapshot
BenchmarkCPI + 4.0% p.a.
Risk profileHigh
Suggested timeframe3 to 5 years
Holdings8-30
Investment feeRefer to PDS for details
Minimum investmentA$10,000
About this portfolio

The portfolio is designed for investors seeking exposure to a diversified mix of growth and some income assets with a focus on capital appreciation over the long term. They can tolerate a high level of investment risk including the potential for negative returns in any single year.

Designed for

The portfolio is designed for investors seeking exposure to a diversified mix of growth and some income assets with a focus on capital appreciation over the long term. They can tolerate a high level of investment risk including the potential for negative returns in any single year.

Managed by Piers Bolger, Chris Reynolds, CFA, Andrew Miles

Platforms
HUB24INF051
Neutral asset allocation
Australian Equities 27.5%
Global Equities 26.5%
Property & Infrastructure 8%
Alternatives 9%
Fixed Income 24%
Cash 5%

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.