High Growth Strategy – Invest 70
This strategy is designed for clients that want a higher portion of their portfolio of growth assets with 30% of their portfolio in lower risk investments. 70/30 blend.
The higher risk portion of the portfolio will consist of Listed Investment companies/Trusts like Washington Soul Pattinson (SOL), Wilson Asset Management (WAM) and similar vehicles including Exchange Traded Funds that hold a portfolio of investments managed by a professional team.
Strategy Template
| Stock Name | ASX Code | Holding |
|---|---|---|
| Washington Soul Pattinson | SOL | 20% |
| Wilson Asset Management Capital | WAM | 15% |
| Global X Copper Miners ETF | WIRE | 15% |
| New Plato International | 20% | |
| Metric Credits Income Opportunity Trust | MOT | 15% |
| Gryphon Capital Income Trust | GCI | 10% |
| Cash | 5% |
This managed option will provide an alternative to a “Client Directed Portfolio”
Generally, we would expect that clients with this risk appetite are more likely to select a “Client Directed Portfolio” as their preferred strategy.
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.
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.