The priority of our Melbourne investment advisors and property investment accountants is helping clients achieve their goals with personalised and proactive advice. As an investor, you must consider investments that provide sufficient returns, but you should also factor in risks.


Model Portfolio Investing

The core model is a popular investment philosophy that emphasises a long-term, diversified approach to investing. The portfolio is made up of low-cost, broad-market index funds that provide exposure to a wide variety of publicly traded assets. Whilst most index funds are primarily exposed to shares and publicly traded companies, our core portfolio options can include funds with exposure to other assets such as bonds and property.

The goal of the core model is to capture the returns of the whole market, rather than trying to beat the market through selection of individual shares, or market timing. This is based on the belief that it is difficult, if not impossible, to consistently outperform the market over the long term. Instead, the focus is on building a well-diversified portfolio that can provide steady growth and mitigate the impact of short-term market fluctuations. Overall, the core model is a straightforward investment approach that aims to provide long-term returns with a focus on diversification and low costs.

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Sustainable Model Investing

Sustainable investment models refer to investment strategies that consider both financial returns and environmental, social, and governance (ESG) factors. The goal of sustainable investing is to generate long-term financial returns while simultaneously investing in companies that align with personal values and sustainable practices.

There are several different sustainable investment models, including:

Socially Responsible Investing (SRI):

  • SRI screens investments based on specific social and environmental criteria, such as human rights, labour practices, and environmental impact.

Impact Investing:

  • Impact investing seeks to generate a positive social or environmental impact alongside financial returns. Investments may be made in companies, projects, or funds that have a specific environmental or social mission.

Environmental, Social, and Governance (ESG) Integration:

  • Another form of socially responsible investing, ESG integration takes into consideration the ESG scores of a company as part of the investment decision-making and risk management processes.
  • Environmental factors that can contribute towards the ESG score include: pollution, deforestation, water management, greenhouse gas emissions.
    Social factors could include working conditions, customer satisfaction, diversity.
  • Governance factors include preventing bribery, corruption, cybersecurity and privacy practices.
  • This model aims to incorporate the environmental, social and governance standards of the company into traditional financial analysis and allows investors to screen out companies that perform poorly.

Thematic Investing:

  • Thematic investing focuses on companies and industries that are aligned with specific sustainability themes, such as renewable energy, sustainable agriculture, or water management.

Sustainable investing is becoming increasingly popular as investors seek to align their investments with their values and to have a positive impact on the world. However, it’s important to note that sustainable investing is not a guarantee of financial returns and that there are potential risks associated with any investment.

Thematic Satellite Investing

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Introducing our Thematic Satellite Portfolios – a new investment solution designed to provide you with increased diversification and the opportunity to focus your investments on a specific market theme. Our thematic portfolios are constructed using Exchange-Traded Funds (ETFs), and each portfolio is centred around a particular market theme, including mining, technology, emerging markets, healthcare, and currency.

These portfolios are designed to be a complementary addition to your core investment portfolio, with the ability to allocate 10% of your funds to these satellite portfolios. The thematic focus of each portfolio allows our clients to invest in areas of the market that align with their interests and beliefs, while still enjoying the benefits of diversification through a mix of ETFs.

We carefully craft and manage our Thematic Satellite Portfolios, using our knowledge and expertise to select a range of ETFs that align with each specific market theme. This results in portfolios that provide exposure to a broad range of assets within each theme, reducing the overall risk of the portfolio and allowing for the potential for strong returns.

Whether you are interested in the latest technological advancements, the growth potential of emerging markets, the stability of healthcare investments, the power of currency markets, or the potential of the mining industry, our Thematic Satellite Portfolios offer a unique and convenient way to invest in these market themes.

As with any investment, it’s important to carefully consider your financial goals, risk tolerance, and overall investment portfolio before making any investment decisions. Liaising with our Melbourne investment advisors will help you provide a clearer picture of the type of investment strategy that is optimal for your circumstances and risk tolerance.


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