Discover (HUB24) · SMA

Infinity Discover Growth Portfolio


The portfolio aims to deliver outperformance CPI + 4.5% p.a., before fees, over rolling 3-year periods.

Inception Apr 2025

Snapshot
BenchmarkCPI + 4.5% 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 provides a diverse exposure to underlying managers and strategies across a broad range of asset classes and is actively managed within the allowable ranges. The long-term strategic asset allocation aims to have around 79% exposure to growth assets and 21% exposure to defensive assets.

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
HUB24INF052
Neutral asset allocation
Australian Equities 35%
Global equities 32%
Property & Infrastructure 8%
Alternatives 10%
Fixed Income 12%
Cash 3%

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.