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PROSPERITY SERIES
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 Growth Portfolio invests primarily in growth assets with a smaller allocation to defensive assets. The portfolio aims to deliver long-term capital growth with a higher tolerance for short-term volatility.
It suits investors with a growth-oriented risk profile, a long investment time horizon, and the capacity to absorb periods of market volatility in pursuit of stronger long-term returns.
Includes large well-known Australian companies
Portfolio Characteristics
| Inception Date | Benchmark | Suggested Timeframe | Diversification | Minimum Investment |
|---|---|---|---|---|
| 8 July 2025 | Morningstar Australia Growth Target Allocation Net Return AUD | Minimum 5 years | 60-70 holdings | $25,000 |
Inception Date
8 July 2025
Benchmark
Morningstar Australia Growth Target Allocation Net Return AUD
Suggested Timeframe
Minimum 5 years
Diversification
60-70 holdings
Minimum Investment
$25,000
Investment Objective
To provide investors with capital growth by investing in high quality companies with a modest expected amount of income produced.
Indicative Holdings
Fixed Interest Fund, Goodman Group, Perth Mint Gold, Macquarie Group, Global X Physical Silver, Vault Minerals, Alphabet, MA Financial, Newmont Corporation, Scentre Group
Portfolio Strategy
The portfolio invests across a range of asset classes to provide sufficient levels of diversification with an emphasis on capital growth. The portfolio management team conduct fundamental investment research and valuation analysis to construct a portfolio of high quality companies and fixed interest securities with that predominately focus on capital growth and and a lower emphasis on income.
Risk Profile
The portfolio suits investors who are comfortable accepting a higher level of volatility with lower liquidity requirements for potential higher returns. A growth investor will typically not require a high level of income but the portfolio maintains a modest weighting to interest bearing investments.
Investment Mix
| Asset Class | Strategic Asset Range | Neutral | Latest Weights |
|---|---|---|---|
| DEFENSIVE | 26.0% | 24.9% | |
| Cash | 1-10% | 2.0% | 6.4% |
| Fixed Interest | 15-35% | 24.0% | 18.5% |
| GROWTH | 74.0% | 75.1% | |
| Aus Real Estate | 0-15% | 3.0% | 2.4% |
| Australian Shares - large | 10-50% | 19.0% | 18.0% |
| Australian Shares - small | 0-20% | 7.0% | 4.2% |
| Global Shares | 10-60% | 35.0% | 34.6% |
| Alternative Assets | 0-20% | 10.0% | 15.8% |
DEFENSIVE
Neutral
26.0%
Latest Weights
24.9%
Cash
Strategic Asset Range
1-10%
Neutral
2.0%
Latest Weights
6.4%
Fixed Interest
Strategic Asset Range
15-35%
Neutral
24.0%
Latest Weights
18.5%
GROWTH
Neutral
74.0%
Latest Weights
75.1%
Aus Real Estate
Strategic Asset Range
0-15%
Neutral
3.0%
Latest Weights
2.4%
Australian Shares - large
Strategic Asset Range
10-50%
Neutral
19.0%
Latest Weights
18.0%
Australian Shares - small
Strategic Asset Range
0-20%
Neutral
7.0%
Latest Weights
4.2%
Global Shares
Strategic Asset Range
10-60%
Neutral
35.0%
Latest Weights
34.6%
Alternative Assets
Strategic Asset Range
0-20%
Neutral
10.0%
Latest Weights
15.8%
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.
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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.