SMID
Australian
equity
OVERVIEW
Investment Objective
To deliver outperformance of the benchmark over a rolling three-year period. The portfolio will generally hold 20-25 companies.
Benchmark
S&P/ASX Mid Small Cap Total Return Index
Minimum Investment Horizon
3 to 5 years
Product Codes
BT Panorama
HUB24
Netwealth
CFS Edge
PORTFOLIO
MANAGER
CHRIS
ADAMS
YEARS OF INVESTMENT INDUSTRY EXPERIENCE: 30
KEY
DOCUMENTS
RATINGS
Infinity Asset Management Australian Equity Strategies have been rated Superior by independent research firm SQM Research.1
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1 The rating referred to on this website is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.