Infinity Index Plus Portfolio
To deliver outperformance above CPI + 5.0% p.a. over rolling 3 year periods before fees.
Inception Oct 2015
| Benchmark | CPI + 5.0% p.a. |
| Risk profile | High |
| Suggested timeframe | 3 to 5 years |
| Holdings | 7-20 |
| Investment fee | Refer to PDS for details |
| Minimum investment | A$25,000 |
The portfolio provides a diverse exposure to underlying investments and strategies across a broad range of asset classes and is actively managed within allowable ranges. The long-term, strategic asset allocation aims to have approximately 68.5% exposure to growth assets (shares, listed property, infrastructure) and approximately 31.5% exposure to defensive assets (cash and fixed interest). The portfolio allocates to index and active managers with a bias to index managers.
Designed forDesigned for investors who may be seeking exposure to a diversified mix of income and growth assets 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
| HUB24 | INF034 |
| BT Panorama | DAM8681AU |
| CFS Edge | EIRNINFIP |
| Netwealth | MACC000389 |
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.