Income focused strategies, delivered through an individually managed account structure

Infinity’s wholesale strategies are available through Private Portfolios, Infinity’s bespoke investment management service designed for wholesale clients whose complexity, scale, or unique circumstances require a more tailored solution than a managed account can provide.

These strategies have a minimum investment of $1 million.

Private Portfolios is available to wholesale clients only as defined under section 761G of the Corporations Act 2001 (Cth). Advisers are responsible for determining wholesale client status. AFSL attribution and disclosure documentation required.

Strategies in this range

Infinity Australian Equity Income Strategy - An actively managed, directly held Australian share portfolio with a covered call overlay
Infinity Global Equity Income Strategy - An actively managed, directly held share Global portfolio with a covered call overlay

Wholesale strategies are available to wholesale clients only as defined under the Corporations Act 2001 (Cth).

Past performance is not a reliable indicator of future performance.

Portfolios in this range

Wholesale Strategies

Infinity Australian Equity Income Strategy

The portfolio provides exposure to a diversified mix of Australian companies listed on the ASX and part of the S&P/ASX200 (TR) Index. Call options are frequently sold over the portfolio to generate additional cashflow.

Min A$1,000,000

Private Portfolios

Wholesale Strategies

Infinity Global Equity Income Strategy

The portfolio provides exposure to a diversified mix of listed global equities that are part of the MSCI ACWI Index. Call options are frequently sold over the portfolio to generate additional cashflow.

Min A$1,000,000

Private Portfolios