Single Asset Class · SMA

Infinity Global Equity Portfolio

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

Inception Jun 2017

Adviser Login — live data & fact sheet
Snapshot
Benchmark70% MSCI ACWI AUD Index (A$), 30% MSCI ACWI 100% Net Hedged to AUD Index
Risk profileHigh
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 global equities and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 100% exposure to a range of global equity assets.

Designed for

Designed for investors who may be seeking exposure to a diversified mix of global equity investments with capital appreciation over the long term, 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
HUB24INF040
BT PanoramaDAM6177AU
CFS EdgeEIRNINFGE
NetwealthMACC000395
Private PortfoliosAvailable

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.