Defensive Strategy
This strategy is designed for clients that want a portfolio to minimise risk and whilst these limits are not risk free, they are risk averse and should a run occur, they should recover within a reasonable period.
Listed Companies and Trusts, such as Metric Credits Income Opportunity Trust (MOT), Metric Credits Master Income Trust (MXT), Gryphon Capital Income Trust (GCI), Qualitas Real Estate Income Trust (QRI) and similar vehicles that hold a portfolio of loans managed by a professional investment team maybe selected with a limit of 20% per holding.
Term deposits will also be accepted as a single holding.
Strategy Template
| Stock Name | ASX Code | Holding |
|---|---|---|
| Metric Credits Income Opportunity Trust | MOT | 20% |
| Metric Credits Master Income Trust | MXT | 20% |
| Gryphon Capital Income Trust | GCI | 20% |
| Qualitas Real Estate Income Trust | QRI | 20% |
| Term Deposit 3 Months to Maturity | 15% | |
| Cash | 5% |
I/We confirm that we understand that Price Financial Intelligence Pty Ltd (Licensee) cannot control market forces and we accept that these investments may be subject to a decline in value as a direct result of a market correction.
We further acknowledge Price Financial Intelligence Pty Ltd (Licensee) may select upon our instruction a portion of our investment portfolio to be invested into a Term Deposit, to mitigate this risk.
Date
In providing this service, PFI will be arranging on your behalf as our client to apply for, and acquire, a range of financial products. These may include financial products in the form of a bank deposit account, Managed Investment Scheme, Superannuation interests and securities. PFI holds appropriate AFSL authorities to offer these services.
PFI’s financial product advice is factual information and is statement of opinion on the suitability of a particular investment which may or may not be suitable for inclusion in your Client Directed Portfolio.
In providing general advice PFI, the advice provider does NOT take into account your own objectives, financial situation or needs and you should consider if the advice is appropriate for you before acting on it.