POLITIS PORTFOLIOS

Our portfolios have been designed to satisfy the individual requirements of our clients.

Politis Australian Growth Portfolio

Investment Strategy: To invest in a diversified portfolio of recognised, high quality companies listed on the Australian Securities Exchange. The portfolio will hold a minimum of 5% cash at all times.

Suitability: Designed for investors seeking to maximise long term capital growth and who are willing to accept short to medium term fluctuations in the value of the investment.

Investment Horizon: Minimum 5 to 7 years. 

 

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Politis Australian Balanced Growth Portfolio

Investment Strategy: To invest in a diversified portfolio of recognised, high quality companies listed on the Australian Securities Exchange through an asset allocation of up to 75% shares and 20% income generating securities. The portfolio will hold a minimum of 5% cash at all times.

Suitability: Designed for investors seeking solid long term capital growth who are willing to accept a moderate level of short to medium term fluctuations in the value of their investment.

Investment Horizon: Minimum 5 to 7 years. 

 

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Politis Australian Balanced Portfolio

Investment Strategy: To invest in a diversified portfolio of recognised, high quality companies listed on the Australian Securities Exchange through an asset allocation of up to 50% shares and 45% income generating securities. The portfolio will hold a minimum of 5% cash at all times.

Suitability: Designed for investors seeking a balance between long term capital growth and a regular tax-effective income stream and who are willing to accept short to medium term fluctuations in the value of their investment.

Investment Horizon: Minimum 5 years.


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Politis Australian Conservative Portfolio

Investment Strategy: To invest in a diversified portfolio of recognised, high quality companies listed on the Australian Securities Exchange through a combination of 25% shares and 70% income generating securities. The portfolio will hold a minimum of 5% cash at all times.

Suitability: Designed for investors seeking a regular tax-effective income stream with some long term capital growth and who are willing to accept small fluctuations in the value of their investments.

Investment Horizon: Minimum 3 to 5 years. 

 

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Politis Australian Hybrid Income Portfolio

Investment Strategy: To invest in a diversified portfolio of high quality, income generating securities listed on the Australian Securities Exchange. The portfolio will hold a minimum of 20% cash at all times

Suitability: Designed for investors seeking to protect their investments and receive a regular tax-effective income stream.  While these investments repay the principal in full at maturity they are subject to some share market fluctuations. 

Investment Horizon:  Minimum 3 to 5 years.

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