An award-winning specialist investment manager offering a diverse range of separately managed account and unit trust solutions for wholesale and retail clients.
We believe that financial markets are inefficient over the short to medium term and that active portfolio management can be a source of added value as well as a mechanism to protect downside investment performance for investors. Infinity fundamentally believes that portfolio construction needs to be viewed from the perspective of managing risk instead of simply maximising returns.
We take the view that utilising a diverse opportunity set, combined with a disciplined approach around fundamental research, security/market valuation and ongoing portfolio management results in a more consistent investment performance through a market cycle.
Our philosophy is built around seven core principles
Separately Managed Accounts (SMAs) are a registered managed investment scheme (MIS) that provides investors with access to a range of institutional-grade investment solutions, whereby the beneficial ownership of the underlying investment resides with the investor.
SMAs provide a range of benefits that can include access to investment solutions that are not always available to smaller investors, individual account ownership, full portfolio transparency, portability of assets, no inherited capital gains, implementation and trading efficiencies, reduced fee loads, consolidated reporting, and daily professional investment management of the underlying strategy.
SMAs can be accessed with as little as $25,000 via an eligible administration platform for both investment and superannuation monies.
Get the latest from Chief Investment Officer Piers Bolger