Sophisticated Investor Portfolios

Hyperion offers clients individually managed portfolios via our Sophisticated Investor Portfolios management service.

Investors have direct ownership in their own tailored portfolio of investments which are individually managed by our specialist fund managers. This service is particularly suited to investors who do not have the time or inclination to actively manage their own investments.

Benefits of the Sophisticated Investor Portfolios service include:

• Investors retain direct ownership of investments, giving the greatest tax planning flexibility;
• Attractive investment returns with comprehensive investment reporting;
• Tax deductible management fees.

Investors may also include other asset classes to diversify their portfolio. Our standard portfolio types are:

CONSERVATIVE
GROWTH
HIGH GROWTH
AUSTRALIAN EQUITIES
FIXED INTEREST

CONSERVATIVE: Our main objective is to maintain capital over the long-term. The portfolio will mainly invest in cash, fixed interest and property.

This type of portfolio is aimed at investors who:

• Do not wish to place a significant portion of capital at risk;
• Do not wish experience volatility in returns;
• Understand that as the portfolio aims to secure capital and reduce volatility the long-term returns will be more conservative than those of a portfolio invested in growth assets such as Australian equities.

 

GROWTH: A growth portfolio has a higher concentration of holdings in the Australian and global equities markets with some cash and fixed interest exposure.

This type of portfolio is aimed at investors who:

• Have a moderate tolerance to risk;
• Wish for their portfolio to outperform the relevant benchmarks over the long-term.

HIGH GROWTH: Investments will be concentrated in the Australian and global equities markets.

This type of portfolio is aimed at investors who:

• Seek high returns over the long-term;
• Can accept a greater level of risk and volatility.

AUSTRALIAN EQUITIES: The portfolio’s investments will generally comprise of diversified Australian equities broadly split between industrials, resources and emerging companies.

This type of portfolio is aimed at investors who:

• Want specific exposure to Australian equities;
• Seek high returns over the long-term;
• Can accept a greater level of risk;
• Can accept investment volatility may occur in the short-term due to the lack of diversity of asset allocation.

FIXED INTEREST: The portfolio will generally comprise of a wide range of fixed interest investments with the goal to maximise your investment through securities such as bank bills, bonds and debenture products, term deposits, Eurobonds and international bonds.

This type of portfolio is aimed at investors who:

• Want specific exposure to an actively managed fixed interest portfolio;
• Have a low tolerance to investment risk;
• Do not wish to experience a large volatility in returns.

To request any further information please click here or call Hyperion on 1300 550 293.