Infinity Discover Moderate Portfolio
The portfolio aims to deliver outperformance of CPI + 3.5% p.a., before fees, over rolling 3-year periods.
Inception April 2025
| Benchmark | CPI + 3.5% p.a. |
| Risk profile | Medium to High |
| Suggested timeframe | 3 to 5 years |
| Holdings | 8-30 |
| Investment fee | Refer to PDS for details |
| Minimum investment | A$10,000 |
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 44% exposure to growth assets and 56% exposure to defensive assets.
Designed forThe 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 moderate to higher level of investment risk including the potential for negative returns in any single year.
Managed by Piers Bolger, Chris Reynolds, CFA, Andrew Miles
| HUB24 | INF050 |
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.