Moderate Strategy – Invest 40
This strategy is designed for clients that want a portfolio to minimise some of the risk and at the same time include investments that offer some capital growth opportunities. Whilst these investments are not risk free, they are risk averse.
60% of the selected investments will include the following stocks: – 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.
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.
Term deposits will also be accepted as part of this portfolio.
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% |
Washington Soul Pattinson | SOL | 20% |
Wilson Asset Management Capital | WAM | 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.