• Best Investment Companies In Australia | Investor Desk - Page 460

    Our Portfolios

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    CASH CAPITAL STABLE INCOME
    CONSERVATIVE INCOME
    ESG SUSTAINABLE BALANCED
    INCOME MAXIMISER GROWTH
    AUSTRALIAN CORE
    INDIA HIGH GROWTH

    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

    CASH CAPITAL STABLE Income

    How It Works

    Register / download the App 01

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    Choose a Portfolio 02

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    Open an Account 03

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    Monitor Performance 04

    Monitor Performance

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    Performance (As on 31st October 2024)

                         
    Portfolios Name 1 Month 3 Month 6 Month 1 Year 2 Year Since Inception
    (Annualised)
    Cash Capital Stable Income 0.33% 0.92% 1.37% 2.51% #N/A 3.36%
    Conservative Income 1.37% 2.24% 4.87% 12.22% #N/A 8.56%
    ESG Sustainable Balanced 0.76% 2.18% 3.70% 14.24% #N/A 9.21%
    Income Maximiser Growth 1.77% 5.59% 4.73% 16.74% #N/A 12.00%
    India High Growth (0.12%) 2.66% 13.02% 21.24% #N/A 18.15%
    Australian Core 3.46%6.47% 6.23% 16.98% #N/A 11.16%

    Investment Committee

    We'll keep you informed throughout your investment journey

    Vijay Raj - Investor Desk
    Vijay Raj - BE, MBA, ADFP JP

    Vijay Raj has been working for more than 17 years in the financial services sector, specialising in Portfolio Management, Advisory and Research.
    Sakshi Kakkar - Investor Desk
    Sakshi Kakkar - B.Tech and MBA

    Sakshi Kakkar has been working in the investment side and actively contributes to the development and ongoing enhancement of our investment framework.

    Max Riaz - Investor Desk
    Max Riaz - BE, MBA

    Max Riaz is an Investment Consultant, with responsibilities across equity and multi-asset strategies.

    Minsun Kim - Investor Desk
    Minsun Kim - BSc, DFP

    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.