PROSPERITY SERIES
Conservative 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 Conservative Portfolio invests primarily in defensive assets with a meaningful allocation to growth assets. The portfolio aims to provide investors with relative capital security while delivering moderate income and modest capital growth over the medium term.
It suits investors seeking a portfolio that emphasises capital preservation while accepting modest exposure to growth assets for long-term return enhancement.
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 | 23-35 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 | 55.0% | 55.5% | |
| Cash | 1-20% | 5.0% | 2.0% |
| Fixed Interest | 40-60% | 50.0% | 53.5% |
| GROWTH | 45.0% | 44.5% | |
| Aus Real Estate | 0-15% | 3.0% | 0.0% |
| Australian Shares - large | 10-45% | 19.0% | 10.1% |
| Australian Shares - small | 0% | 0.0% | 0.0% |
| Global Shares | 0-45% | 21.0% | 19.5% |
| Alternative Assets | 0-15% | 2.0% | 14.9% |
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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