• Best Australian core fund Provider In Australia

    Australian Core

    Investment Objective

    The aim of the portfolio is to outperform, after fees, the S&P ASX 300 Index, over rolling five-year periods. The Australian Shares Core Portfolio aims to provide investors with greater risk-adjusted returns.

    Australian Core
    Asset Class Mix
    Up to 80% to Australian Equity
    Up to 20% to Australian Property
    Risk Profile
    High
    Timeframe
    5 years
    Target Returns

    Aims to outperform the the S&P ASX 200 Index.

    Performance (As on 31st October 2024)

    (1.73%)

    1 Month

    3.14%

    3 Month

    7.08%

    6 Month

    20.07%

    1 Year

    #N/A

    2 Year

    9.19%

    Since Inception (Annualised)

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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.