Profile

Description

The Profile Preservation Portfolio (the Portfolio) aims to preserve and grow investors’ wealth relative to the cost of living, with low to medium volatility.

The Profile Accumulation Portfolio (the Portfolio) aims to preserve and grow investors’ wealth relative to the cost of living, with medium to high volatility.

Objective

The Profile Preservation Portfolio aims to achieve the following objectives over rolling three year periods:

  • returns of CPI plus 4% per annum (after fees and expenses), and
  • volatility of 4% per annum (as measured by the annualised standard deviation).

 

The Profile Accumulation Portfolio aims to achieve the following objectives over rolling six year periods:

  • returns of CPI plus 6% per annum (after fees and expenses), and
  • volatility of 8% per annum (as measured by the annualised standard deviation).

 

Strategy

The Profile Preservation Portfolio can invest in all the major asset classes including local and international fixed interest, property, equities, alternative investments and cash. The skills of specialised investment managers are used, together with selected listed investment vehicles and direct investments. It is diversified, being exposed to a broad range of individual investments, managers, strategies, themes, geographic areas and asset classes.

The Profile Accumulation Portfolio can invest in all the major asset classes including local and international fixed interest, property, equities, alternative investments and cash. The skills of specialised investment managers are used, together with selected listed investment vehicles and direct investments. It is diversified, being exposed to a broad range of individual investments, managers, strategies, themes, geographic areas and asset classes.

Please click here for the latest version of the PDS.

Please click here for the latest PAP fact sheet.

Please click here for the latest PPP fact sheet.

Please click here for the Annual Report for 30 June 2017.

Please click here for the Annual Report for 30 June 2016.

Please click here for the Half-Year Financial Report for 31 December 2015.

Please note Profile offices have moved to:

Suite 1202, Level 12,
44 Market Street,
Sydney NSW, 2000

 

 

 

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