PROSPERITY SERIES
Growth 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 Growth Portfolio invests primarily in growth assets with a smaller allocation to defensive assets. The portfolio aims to deliver long-term capital growth with a higher tolerance for short-term volatility.
It suits investors with a growth-oriented risk profile, a long investment time horizon, and the capacity to absorb periods of market volatility in pursuit of stronger long-term returns.
Includes large well-known Australian companies
Portfolio Characteristics
| Inception Date | Benchmark | Suggested Timeframe | Diversification | Minimum Investment |
|---|---|---|---|---|
| 8 July 2025 | Morningstar Australia Growth Target Allocation Net Return AUD | Minimum 5 years | 60-70 holdings | $25,000 |
Inception Date
Benchmark
Suggested Timeframe
Diversification
Minimum Investment
Investment Objective
To provide investors with capital growth by investing in high quality companies with a modest expected amount of income produced.
Indicative Holdings
Oracle Fixed Interest Fund, Goodman Group, Perth Mint Gold, Westpac Bank, Global X Physical Silver, Vault Minerals, Alphabet, MA Financial, Newmont Corporation, Scentre Group
Portfolio Strategy
Risk Profile
Investment Mix
| Asset Class | Strategic Asset Range | Neutral | Latest Weights |
|---|---|---|---|
| DEFENSIVE | 26.0% | 20.0% | |
| Cash | 1-10% | 2.0% | 1.1% |
| Fixed Interest | 15-35% | 24.0% | 19.0% |
| GROWTH | 74.0% | 80.0% | |
| Aus Real Estate | 0-15% | 3.0% | 4.0% |
| Australian Shares - large | 10-50% | 19.0% | 18.0% |
| Australian Shares - small | 0-20% | 7.0% | 5.1% |
| Global Shares | 10-60% | 35.0% | 34.7% |
| Alternative Assets | 0-20% | 10.0% | 18.2% |
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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