Our Portfolios
Choose the portfolio that is appropriate for you
CASH CAPITAL STABLE Income
- Investment Objective
Aims to generate income on cash deposits, over a period of one to three years by investing in a diversified portfolio. A mix of active and passive management approaches are used and the portfolio is consistently rebalanced to ensure optimal asset allocation.
- Asset Class Mix
90-100% to defensive assets
0-10% to growth assets
- Target Returns
Aims to outperform the Bloomberg AusBond Bank Bill Index.
Click here for actual returns >>- Risk Profile
Low
- Timeframe
1-3 years
How It Works
01
Register / download the App
02
Choose a Portfolio
03
Open an Account
04
Monitor Performance
Performance (As on 30th November 2024)
| Portfolios Name | 1 Month | 3 Month | 6 Month | 1 Year | 2 Year | Since Inception (Annualised) |
|---|---|---|---|---|---|---|
| Cash Capital Stable Income | 0.19% | 0.87% | 1.59% | 2.66% | 3.42% | 3.35% |
| Conservative Income | 1.62% | 4.45% | 7.06% | 12.95% | 9.44% | 9.25% |
| ESG Sustainable Balanced | 1.54% | 3.98% | 7.00% | 16.00% | 10.02% | 9.82% |
| Income Maximiser Growth | 2.31% | 6.29% | 11.48% | 21.57% | 13.62% | 13.35% |
| India High Growth | (0.44%) | (0.85%) | 8.09% | 20.44% | 16.48% | 16.15% |
| Australian Core | 3.09% | 9.12% | 19.47% | #N/A | 10.76% |
Investment Committee
We'll keep you informed throughout your investment journey
Sakshi Kakkar has been working in the investment side and actively contributes to the development and ongoing enhancement of our investment framework.
Max Riaz is an Investment Consultant, with responsibilities across equity and multi-asset strategies.
Minsun Kim is a consultant with extensive general management experience joining the Investment Committee for consulting services, FinTech and online investmentss.
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Laverne Securities Pty Ltd, ACN 629 216 477, T/As Investor Desk, is a Corporate Authorised Representative of Laverne Capital Pty Ltd (AFSL 482937). This service is administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available at https://www.investordesk.com.au/key-documents/. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.