Direct Equity · SMA

Infinity SMID Australian Equity Portfolio

To deliver outperformance above the S&P/ASX Mid Small (TR) Index over rolling 3 year periods before fees.

Inception June 2016

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Snapshot
BenchmarkS&P/ASX Mid Small (TR) Index
Risk profileHigh
Suggested timeframe5 to 7 years
Holdings10-25
Investment feeRefer to PDS for details
Minimum investmentA$25,000
About this portfolio

The portfolio provides exposure to a diversified mix of small to mid-cap Australian companies listed on the ASX and are generally part of the S&P/ASX Mid Small (TR) Index. The long-term, strategic asset allocation aims to have approximately 100% exposure to growth assets (shares and listed property).

Designed for

Designed for investors who may be seeking exposure to a diversified mix of small to mid-cap Australian companies listed on the ASX and part of the S&P/ASX Mid Small (TR) Index and can tolerate a high level of investment risk that includes the potential for negative returns in any single year.

Managed by Chris Adams

Platforms
HUB24INF039
BT PanoramaDAM3698AU
CFS EdgeEIRNINFSAE
NetwealthMACC000394
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.