Single Asset Class · SMA

Infinity Fixed Income Portfolio

To deliver outperformance above the benchmark over rolling 3 year periods before fees.

Inception Jun 2017

Adviser Login — live data & fact sheet
Snapshot
Benchmark50% Bloomberg AusBond Index 0+ Yrs Index 50% Bloomberg Global Aggregate AUD Hedged Index
Risk profileMedium
Suggested timeframe3 to 5 years
Holdings5-15
Investment feeRefer to PDS for details
Minimum investmentA$25,000
About this portfolio

The portfolio provides a diverse exposure to underlying managers across fixed income markets and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 100% exposure to an array of Australian and international fixed income assets.

Designed for

Designed for investors who may be seeking exposure to a mix of fixed income investments with moderate longer term capital return with a focus on capital stability and can tolerate a moderate 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
HUB24INF041
BT PanoramaDAM0869AU
CFS EdgeEIRNINFFI
NetwealthMACC000396
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.