PROSPERITY SERIES
Balanced Portfolio
The Prosperity Series is a suite of managed portfolios that provide investors with an easy way to diversify their investments according to a prescribed risk profile. These portfolios hold a highly diversified mix of securities and are available on the HUB24 platform.
Leveraging the research we conduct in building our Focus Series (single asset class) portfolios and the macro-driven research that informs our asset allocation for the Executive Series (multi-fund portfolios), the Prosperity Series portfolios are constructed in such a way that the investor holds the individual securities in a portfolio tailored to their risk profile.
The Prosperity Series Balanced Portfolio invests across a range of asset classes and aims to provide capital growth and income over a medium-term time frame. The portfolio suits investors who seek a diversified portfolio that is spread across all major asset classes. Investors are typically looking for capital growth over the medium to long term, with a moderate level of income, and are willing to accept a moderate degree of volatility associated with a relatively higher exposure to growth assets.
Includes large well-known Australian companies
Portfolio Characteristics
| Inception Date | Benchmark | Suggested Timeframe | Diversification | Minimum Investment |
|---|---|---|---|---|
| 8 July 2025 | Morningstar Australia Balanced Target Allocation Net Return AUD | Minimum 5 years | 45-55 holdings | $25,000 |
Inception Date
Benchmark
Suggested Timeframe
Diversification
Minimum Investment
Investment Objective
To provide investors with the relative security of their capital that provides meaningful income and lower levels of volatility.
Indicative Holdings
Count Wealth Fixed Interest Fund, Perth Mint Gold, Global X Physical Silver, Alphabet, Amazon, GE Aerospace, Goodman Group, Newmont Corporation, Westpac Bank, ResMed.
Portfolio Strategy
Risk Profile
Investment Mix
| Asset Class | Strategic Asset Range | Neutral | Latest Weights |
|---|---|---|---|
| DEFENSIVE | 40.0% | 35.2% | |
| Cash | 1-10% | 2.0% | 1.5% |
| Fixed Interest | 25-55% | 38.0% | 33.7% |
| GROWTH | 60.0% | 64.8% | |
| Aus Real Estate | 0-15% | 6.0% | 3.0% |
| Australian Shares - large | 5-45% | 13.0% | 13.5% |
| Australian Shares - small | 0-15% | 7.0% | 5.0% |
| Global Shares | 15-50% | 29.0% | 26.1% |
| Alternative Assets | 0-20% | 5.0% | 17.1% |
Investment Fees
Investment Management Fee: 0.70% p.a. (incl. GST).
Performance Fee: nil.
Portfolio Investment Team
Portfolio Manager: Luke Durbin.
Chief Investment Officer: Peter Durbin.
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