Model Portfolios
The Model Portfolios are managed by Partnervest. The models provide access to a range of notional investment portfolios containing a single- or multi-asset class mix, each carefully managed to its risk profile and performance benchmark. These models invest predominantly in Managed Funds.
Model Portfolios available through Partnervest are shown below. Click on each portfolio name for a summary.
For further details of the investment mix, performance goals and risk profile of each Model Portfolio, please refer to the Partnervest Disclosure Documents.
| Blended asset classes | |
|---|---|
| Partnervest Cautious | Aims to reduce volatility and minimise capital losses by investing primarily in defensive assets such as cash and fixed interest with a minor exposure to growth assets such as shares and property |
| Partnervest Moderate | Invests mainly in defensive assets with some exposure to growth assets |
| Partnervest Assertive | Invests in a balanced allocation to growth (i.e. shares and property) and defensive assets (i.e. cash and fixed interest) |
| Partnervest Aggressive | Invests primarily in growth assets such as shares and property with some exposure to defensive assets |
| Partnervest Highly Aggressive | Predominantly invests in growth assets such as shares and property |
| Single asset class | |
| Partnervest Cash | Invests in short term cash investments with minimal risk of capital loss |
| Partnervest Fixed Interest | Invests in a range of domestic and international government and corporate bonds |
| Partnervest Property | Invests in listed property |
| Partnervest Australian Shares | Invests in Australian shares |
| Partnervest International Shares | Invests in international shares with a majority currency hedging exposure |
| Legacy Models | |
| Partnervest Secure | Aims to reduce volatility and minimise capital losses by investing primarily in defensive assets such as cash and fixed interest with a minor exposure to growth assets such as shares and property |
| Partnervest Income Plus | Invests mainly in defensive assets with some exposure to growth assets |
| Partnervest Balanced | Invests in a balanced allocation to growth (i.e. shares and property) and defensive assets (i.e. cash and fixed interest) |
| Partnervest Growth | Invests primarily in growth assets such as shares and property with some exposure to defensive assets |
| Partnervest High Growth | Predominantly invests in growth assets such as shares and property |