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Global Capital Markets Investor Relations Wealth Management:  CA  |  AU 

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Find out more about our Managed Portfolio Service.

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Our portfolios

MPS Risk Profile 3 (RP3)

This profile seeks to produce a return of inflation +2% over a rolling five-year period.

 

MPS Risk Profile 3 Income (RP3)

This profile seeks to produce a return of inflation +2% over a rolling five-year period with a higher degree of returns coming from the income generated by the underlying investments.

MPS Risk Profile 4 (RP4)

This profile seeks to produce a return of inflation +3% over a rolling seven-year period.

 

MPS Risk Profile 4 Income (RP4)

This profile seeks to produce a return of inflation +3% over a rolling seven-year period with a higher degree of returns coming from the income generated by the underlying investments.

MPS Risk Profile 5 (RP5)

This profile seeks to produce a return of inflation +4% over a rolling ten-year period.

 

MPS Risk Profile 5 Income (RP5)

This profile seeks to produce a return of inflation +4% over a rolling ten-year period with a higher degree of returns coming from the income generated by the underlying investments.

This profile seeks to produce a return equivalent to 80% of the equity benchmark over a rolling ten-year period.

This profile seeks to produce a return equivalent to the equity benchmark over a rolling ten-year period.

This portfolio seeks to produce returns of 5% over a minimum period of five years, with the vast majority of returns coming from income generated.

How can we help?

Find out more about our Managed Portfolio Service.

Get in touch

Investment involves risk. The value of investments and the income from them can go down as well as up and investors may not get back the amount originally invested. Past performance is not a reliable indicator of future performance.

Our portfolios are designed to work over a typical investment cycle of five to ten years, so we recommend you stay invested for at least five years.

The information provided is not to be treated as specific advice. It has no regard for the specific investment objectives, financial situation or needs of any specific person or entity.

Related products

International Managed Portfolio Service

Looking to service international clients? We also offer an International Model Portfolio Service, consisting of three risk-rated portfolios, which benefit from our investment expertise, global research and continuous monitoring.

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Investment involves risk and you may not get back what you invest. It’s not suitable for everyone.

Investment involves risk and is not suitable for everyone.