PROSPERITY SERIES
Capital Stable 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.
The Prosperity Series Capital Stable Portfolio is a conservative portfolio focusing on capital preservation with modest income generation. The portfolio holds primarily defensive assets such as fixed interest and cash, with a smaller allocation to growth assets.
It suits investors seeking a low-volatility portfolio with the primary objective of preserving capital while generating meaningful income.
Includes large well-known Australian companies
Portfolio Characteristics
| Inception Date | Benchmark | Suggested Timeframe | Diversification | Minimum Investment |
|---|---|---|---|---|
| 8 July 2025 | Morningstar Australia Conservative Target Allocation Net Return AUD | Minimum 3 years | 25-35 holdings | $25,000 |
Inception Date
Benchmark
Suggested Timeframe
Diversification
Minimum Investment
Investment Objective
To provide investors with relative security of their capital that provides meaningful income and lower levels of volatility.
Indicative Holdings
Oracle Fixed Interest Fund, GE Aerospace, Perth Mint Gold, Newmont Corporation, Global X Physical Silver, Westpac Bank, Alphabet, Resmed Inc, Amazon, BHP Ltd
Portfolio Strategy
Risk Profile
Investment Mix
| Asset Class | Strategic Asset Range | Neutral | Latest Weights |
|---|---|---|---|
| DEFENSIVE | 70.0% | 66.2% | |
| Cash | 1-20% | 10% | 1.7% |
| Fixed Interest | 50-80% | 60.0% | 64.5% |
| GROWTH | 30.0% | 33.8% | |
| Aus Real Estate | 0-15% | 3.0% | 0.0% |
| Australian Shares - large | 0-30% | 12.5% | 10.1% |
| Australian Shares - small | 0% | 0.0% | 0.0% |
| Global Shares | 0-20% | 12.5% | 11.8% |
| Alternative Assets | 0-12% | 2.0% | 12.0% |
Investment Fees
Investment Management Fee: 0.70% p.a. (incl. GST).
Performance Fee: nil.
Portfolio Investment Team
Lead Portfolio Manager: Luke Durbin.
Chief Investment Officer: Peter Durbin.
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