Portfolio Services

MODERATE PORTFOLIO

The primary objective is to provide above-average total returns (capital plus income) over an investment horizon of three years or more, by investing in quality ordinary shares listed on the ASX.

The portfolio is designed to meet the needs of long term investors looking for concentrated equity exposure through a diversified portfolio of quality shares spread across all the sectors of the market, and to participate in specific value and corporate opportunities identified by the manager.

DIVIDEND INCOME MODEL PORTFOLIO

The primary objective is to provide the investor with a sustainable and growing income stream while maintaining the capital value in real terms over an investment horizon of 3 years. The income earned should equal or outperform the CPI over a rolling 3 year period.

The portfolio is designed to meet the needs of investors whose primary objective it is to establish a regular income that is both tax efficient and outperforms inflation. The portfolio will hold a mix of high yielding equities and property trusts. While the primary objective of the portfolio is to generate income, it is expected that the value of capital will be maintained in real terms. Investments are made in mature companies with sustainable and growing dividends.

This website is owned and operated by Sanlam Private Wealth Pty Ltd (ABN: 18 136 960 775) holder of Australian Financial Services Licence (AFSL) 337927. Any advice included in this website or correspondence is general advice only and is based solely on consideration of the investment or trading merits of the financial products alone, without taking into account the investment objectives, financial situation or particular needs (i.e. financial circumstances) of any particular person. Before making an investment or trading decision based on the advice, the recipient should carefully consider the appropriateness of the advice in light of their financial circumstances and should carefully review the PDS of the relevant financial product as provided by your investment broker.