INFINITY ASSET MANAGEMENT FIRST CHOICE MANAGED ACCOUNTS
Infinity Asset Management has worked with Colonial First State to deliver a managed account solution that provides access to Infinity’s award winning institutional investment process and multi-asset portfolios in a streamlined manner specifically for FristChoice advisers and clients.
AN INNOVATIVE APPROACH TO DESIGNING, BUILDING and DELIVERING MANAGED ACCOUNTS
Designed, built and delivered by the same experienced, longstanding team and employing the same fundamentally driven investment philosophy and process to asset allocation as Infinity’s award-winning flagship portfolios.
This offers investors and advisers access to a low-cost higher value approach to accessing managed accounts.
PURPOSE BUILT FOR FIRSTCHOICE
Access to the best of Infinity
in a cost effective package.
Designed, built and delivered for FirstChoice.
A streamlined approach to administration.
Applying the same investment process as Infinity flagship portfolios.
INFINITY ASSET MANAGEMENT
Established in 2017, Infinity Asset Management is an award-winning specialist investment manager offering a diverse range of managed account and unit trust investment solutions. The investment team has over 100+ years of combined experience and manages over $3.5bn across multi-asset, private markets, and Australian equities.
EXPERIENCED
Longstanding investment team with dedicated portfolio managers and team of senior analysts.
Awarded
Recognised for industry excellence.
BY YOUR SIDE
Infinity takes a partnership approach, committing to working alongside advisers to provide them access to economic outlooks, market updates and portfolio insights that support them in their discussions with clients
THE TEAM
Our investment process is built around six distinct segments
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.
Our philosophy is built around seven core principles
MULTI ASSET
PORTFOLIOS
INFINITY
CHOICE
MODERATE
PORTFOLIO
INFINITY
CHOICE
BALANCED
PORTFOLIO
INFINITY
CHOICE
GROWTH
PORTFOLIO
INFINITY
CHOICE
HIGH
GRW
PORTFOLIO
DOCUMENTS
PORTFOLIO HOLDINGS
HOW TO GET STARTED?
To find out more about working with Infinity, contact us today.
HEAD OF DISTRIBUTION
