Wealth building
Build long-term wealth with strategies for investing, saving and managing your cash flow.
PROSPERITY SERIES
Conservative 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 Conservative Portfolio invests primarily in defensive assets with a meaningful allocation to growth assets. The portfolio aims to provide investors with relative capital security while delivering moderate income and modest capital growth over the medium term.
It suits investors seeking a portfolio that emphasises capital preservation while accepting modest exposure to growth assets for long-term return enhancement.
Includes large well-known Australian companies
Portfolio Characteristics
| Inception Date | Benchmark | Suggested Timeframe | Diversification | Minimum Investment |
|---|---|---|---|---|
| 8 July 2025 | Morningstar Australia Conservative Target Allocation Net Return AUD | Minimum 3 years | 23-35 holdings | $25,000 |
Inception Date
8 July 2025
Benchmark
Morningstar Australia Conservative Target Allocation Net Return AUD
Suggested Timeframe
Minimum 3 years
Diversification
23-35 holdings
Minimum Investment
$25,000
Investment Objective
To provide investors with relative security of their capital that provides meaningful income and lower levels of volatility.
Indicative Holdings
Fixed Interest Fund, GE Aerospace, Perth Mint Gold, Newmont Corporation, Global X Physical Silver, Macquarie Group, Alphabet, Sandfire Resources, Amazon, BHP Ltd
Portfolio Strategy
The portfolio invests across a range of asset classes to provide sufficient levels of diversification with an emphasis on capital preservation and income. The portfolio management team conduct fundamental investment research and valuation techniques to construct a portfolio of high quality companies and fixed interest securities with low levels of volatility.
Risk Profile
The portfolio suits investors seeking a diversified portfolio that has a large exposure to interest-bearing securities (which provide a higher yield, but higher risk than cash investments) and a smaller exposure to capital at-risk sectors such as equities, property & infrastructure.
Investment Mix
| Asset Class | Strategic Asset Range | Neutral | Latest Weights |
|---|---|---|---|
| DEFENSIVE | 55.0% | 60.0% | |
| Cash | 1-20% | 5.0% | 4.1% |
| Fixed Interest | 40-60% | 50.0% | 56.0% |
| GROWTH | 45.0% | 40.0% | |
| Aus Real Estate | 0-15% | 3.0% | 0.0% |
| Australian Shares - large | 10-45% | 19.0% | 10.6% |
| Australian Shares - small | 0% | 0.0% | 0.0% |
| Global Shares | 0-45% | 21.0% | 17.8% |
| Alternative Assets | 0-15% | 2.0% | 11.6% |
DEFENSIVE
Neutral
55.0%
Latest Weights
60.0%
Cash
Strategic Asset Range
1-20%
Neutral
5.0%
Latest Weights
4.1%
Fixed Interest
Strategic Asset Range
40-60%
Neutral
50.0%
Latest Weights
56.0%
GROWTH
Neutral
45.0%
Latest Weights
40.0%
Aus Real Estate
Strategic Asset Range
0-15%
Neutral
3.0%
Latest Weights
0.0%
Australian Shares - large
Strategic Asset Range
10-45%
Neutral
19.0%
Latest Weights
10.6%
Australian Shares - small
Strategic Asset Range
0%
Neutral
0.0%
Latest Weights
0.0%
Global Shares
Strategic Asset Range
0-45%
Neutral
21.0%
Latest Weights
17.8%
Alternative Assets
Strategic Asset Range
0-15%
Neutral
2.0%
Latest Weights
11.6%
Investment Fees
Investment Management Fee: 0.70% p.a. (incl. GST).
Performance Fee: nil.
Portfolio Investment Team
Lead Portfolio Manager: Luke Durbin.
Consultant: Peter Durbin.
Contact us today
How to invest
This portfolio is available as a managed portfolio on the HUB24 platform. For more information on how to invest, visit the Invest With Us page or speak to one of our advisers.
Enquire today to see how we can help.