Infinity SMID Australian Equity Fund
To outperform the S&P/ASX Mid Small Cap (TR) Index over rolling three year periods before fees.
Inception Feb 2024
| Benchmark | S&P/ASX Mid Small Cap (TR) Index |
| Risk profile | High |
| Suggested timeframe | 5 to 7 years |
| Investment fee | 0.7191% p.a. |
| Minimum investment | A$25,000 |
The Class provides exposure to a diversified mix of Australian companies listed on the ASX and are generally part of the S&P/ASX Mid Small Cap (TR) Index. The long-term, strategic asset allocation aims to have approximately 100% exposure to growth assets (shares and listed property).
Designed forDesigned for investors who may be seeking exposure to a mix of small to mid capitalisation Australian companies listed on the ASX and are generally part of the S&P/ASX Mid Small Cap (TR) Index, who can tolerate a high level of investment risk and the potential for negative returns in any single year.
Managed by Chris Adams
| CFS First Choice | DAM3303AU |
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.