Investment Portfolios
Ord Minnett offers seven investment portfolios constructed by Ords' Research Team. Each portfolio operates on the HUB24 investment platform and provides investors with different opportunities depending upon thier financial goals and attitudes to risk.
Ord Minnett Australian Core Equities Portfolio
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The objective of the Ord Minnett Australian Core Equities Portfolio is to grow the value of your investment through a combination of capital growth and income via dividends by investing in a diversified portfolio of Australian shares.
Where possible the portfolio manager aims to enhance after-tax returns through franking credits, the consideration of holding periods and relatively low turnover. Investors should seek to achieve expected returns over a minimum five year horizon.
Ord Minnett Australian Emerging Companies Portfolio
The Ord Minnett Australian Emerging Companies Portfolio is suitable for investors who:
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The objective of the Ord Minnett Australian Emerging Companies Portfolio is to grow the value of your investment, primarily through capital growth by investing in a portfolio of shares in emerging Australian companies. Where possible the portfolio manager aims to enhance after-tax returns through the consideration of holding periods and relatively low turnover. Investors should seek to achieve expected returns over a minimum five-year horizon.
- ASX-listed securities (or securities which are due to be listed on the ASX within six months)
- Cash
- The managed portfolio does not invest in derivatives
- Australian shares 80% - 100%
- Cash 0% - 20%
Ord Minnett Australian Listed Interest Rate Securities Portfolio
The Ord Minnett Australian Emerging Companies Portfolio is suitable for investors who:
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The objective of the Ord Minnett Australian Emerging Companies Portfolio is to grow the value of your investment, primarily through capital growth by investing in a portfolio of shares in emerging Australian companies.
Where possible the portfolio manager aims to enhance after-tax returns through the consideration of holding periods and relatively low turnover. Investors should seek to achieve expected returns over a minimum five-year horizon.
- ASX-listed securities (or securities which are due to be listed on the ASX within six months)
- Cash
- The managed portfolio does not invest in derivatives
- Australian shares 80% - 100%
- Cash 0% - 20%
Ord Minnett Responsible Equities Portfolio
The Ord Minnett Responsible Equities Portfolio is designed for investors who want to share in the long-term prosperity of Australian companies and wish to take into consideration a company’s environmental, governance and social impacts. A responsible investing framework is applied to account for these impacts and avoid companies that operate outside acceptable parameters. Suitable investors should also be seeking income via dividends and be able to tolerate investment risk. This income will be distributed to investor’s UMA cash account when received. |
The objective of the portfolio is to grow the value of an investment through a combination of capital growth and income via dividends. The Portfolio will aim to outperform the S&P/ASX 100 Industrials (TR) Index over a five year period.
Where possible the manager aims to enhance after-tax returns through imputation credits, the consideration of holding periods and relatively low turnover. Investors should seek to achieve expected returns over a minimum five year horizon.
- ASX-listed securities
- Cash
- The managed portfolio does not invest in derivatives
- Australian shares 80% - 100%
- Cash 0% - 20%
Ord Minnett International Equities Portfolio
The International Equities Portfolio is suitable for investors wishing to share in the long-term prosperity of larger cap companies listed on major overseas stock markets. The portfolio manager will tilt the portfolio towards sectors and companies that are less readily accessible in the Australian market so as to complement an Australian equities portfolio. Exposure to foreign currencies will also provide diversification to an investment portfolio.* *Only Australian resident taxpayers are allowed to invest in this portfolio. Should you become an Australian non-resident for tax purposes you are required to advise the operator and you will no longer be allowed to remain in the portfolio. |
The objective of the porfolio is to grow the value of your investment over the medium to long period of time, primarily through capital growth in a portfolio of international shares while also aiming to outperform the Benchmark over rolling five year periods.
- The portfolio invests in international listed securities (typically including the United States, United Kingdom, Europe and developed Asia) and cash.
- The portfolio does not invest in derivatives.
- The manager does not target a particular strategic asset allocation. The long term asset allocation represents the manager's expected long term average asset position.
Ord Minnett Multi-Asset Balanced Portfolio
The portfolio is designed for investors focused on generating returns from a combination of income and capital growth. Such investors have a higher risk tolerance than a conservative investor, but a lower risk appetite than a high-growth investor. Their time horizon is typically medium-to-long term, and their financial position provides some flexibility to meet their financial goals. |
The Balanced Portfolio is a diversified portfolio with an actively managed asset allocation process across growth asset classes such as Australian and International equities and defensive oriented asset classes including Australian and international fixed interest and cash. The portfolio aims to outperform the RBA cash rate plus 2.5%, over five years, after fees. It is intended to have a medium-high level of risk in the portfolio with the estimated likelihood of a negative annual return being 3 to less than 4 years in 20.
We seek to add value through its longer-term strategic asset allocation positioning and shorter-term tactical-dynamic asset allocation positioning to take advantage of expected shorter-term moves in asset prices and security selection.
Implementation of these views can occur through the direct purchase of securities, or through indirect purchases via Exchange Traded Funds, Listed Investment Companies, Listed Investment Trusts or Managed Funds.
- Australian Shares: 10% - 40%
- Global Shares: 20% - 50%
- Australian and Global Property and Infrastructure: 0% - 10%
- Alternatives: 0% - 20%
- Australian and Global Fixed Interest: 5% - 40%
- Cash: 0% - 30%
Ord Minnett Multi-Asset High Growth Portfolio
The portfolio is designed for investors focused on generating returns from capital growth. Such investors have a higher risk tolerance than a balanced investor, and a much higher risk appetite than a conservative investor. Their time horizon is typically longer term, they do not need instant liquidity, and they have the desire and financial capacity to ride out short and medium-term volatility in markets. |
The High Growth Portfolio is a diversified portfolio with an actively managed asset allocation process, predominately invested in growth asset classes such as Australian and International equities. The portfolio aims to outperform the RBA cash rate plus 4%, over five years, after fees. It is intended to have a high level of risk in the portfolio with the estimated likelihood of a negative annual return being 4 to less than 6 years in 20.
We seek to add value through its longer-term strategic asset allocation positioning and shorter-term tactical-dynamic asset allocation positioning to take advantage of expected shorter-term moves in asset prices and security selection.
Implementation of these views can occur through the direct purchase of securities, or through indirect purchases via Exchange Traded Funds, Listed Investment Companies, Listed Investment Trusts or Managed Funds.
- Australian Shares: 20% - 80%
- Global Shares: 20% - 80%
- Australian and Global Property and Infrastructure: 0% - 15%
- Alternatives: 0% - 25%
- Australian and Global Fixed Interest: 0% - 20%
- Cash: 0% - 20%
"Through prudent investment advice and market analysis, Ord Minnett has been building the wealth of investors for generations."
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