PROSPERITY SERIES
High 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 High Growth Portfolio targets capital appreciation through a predominantly growth-asset allocation. The portfolio invests primarily in Australian and global shares with minimal defensive allocation.
It suits investors with a high tolerance for volatility, a long investment time horizon, and the primary objective of long-term capital growth.
Includes large well-known Australian companies
Portfolio Characteristics
| Inception Date | Benchmark | Suggested Timeframe | Diversification | Minimum Investment |
|---|---|---|---|---|
| 8 July 2025 | Morningstar Australia Aggressive Target Allocation Net Return AUD | Minimum 7 years | 70-80 holdings | $25,000 |
Inception Date
Benchmark
Suggested Timeframe
Diversification
Minimum Investment
Investment Objective
To provide investors with high levels of capital growth and minimal levels of income by investing in high quality companies listed on Australian and global stock exchanges.
Indicative Holdings
Perth Mint Gold, Goodman Group, Global X Physical Silver, Westpac Bank, Alphabet, Resmed, Amazon, Ventia Services, Newmont Corporation, MA Financial
Portfolio Strategy
Risk Profile
Investment Mix
| Asset Class | Strategic Asset Range | Neutral | Latest Weights |
|---|---|---|---|
| DEFENSIVE | 2.0% | 1.1% | |
| Cash | 1-10% | 2.0% | 1.1% |
| Fixed Interest | 0-10% | 0% | 0% |
| GROWTH | 98% | 98.9% | |
| Aus Real Estate | 0-15% | 5.0% | 4.9% |
| Australian Shares - large | 10-55% | 26.0% | 22.7% |
| Australian Shares - small | 0-25% | 10.0% | 8.1% |
| Global Shares | 20-60% | 47.0% | 44.1% |
| Alternative Assets | 0-30% | 10.0% | 19.2% |
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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