Infinitas provides the following services to wholesale investors and a select group of private investors (including their self managed superannuation funds):

Individually Managed Portfolios
Investment Advisory Services
Cash & Fixed Income Investments

 

Individually Managed Portfolios

Individually Managed Portfolios combine the benefits of professional portfolio management; direct ownership of the portfolio’s constituent securities; investor’s own cost-base for CGT calculation; and tailored, tax-aware investment decision-making.

Directly-held International & Australian equities. Online portfolio access. Portfolio manager meetings to review and position. Time taken to bed-down portfolios and to manage cashflow requirements. Professional investment management committed to excellence.

Discretionary services are made available to wholesale investors only.

Infinitas Individually Managed Portfolios can be tailored to individual investor’s requirements drawing from:

 

Australian Shares

• Infinitas AllCap Portfolio – our best investment selection across the gamut of listed Australian equities – or cash when cash is preferable
• Infinitas Core Portfolio – a portfolio of stocks selected from the S&P/ASX200 index.
• Infinitas SmallCap Portfolio – a carefully crafted portfolio of compelling smaller opportunities vigilantly assessed for risk and value.

Global Shares

• Infinitas International Portfolio – a thematically-oriented portfolio of high quality businesses drawn from around the world
• Infinitas Food & Agriculture Portfolio – a specialist portfolio of global securities from the agricultural commodity & food sectors
• Exchange Traded Funds

Property

• Exchange Traded Funds

Fixed Income & Cash

• Hybrid Securities and Bank & Cash Management Deposits

Investment Advisory Services

Our Investment Advisory Service fills an important gap – combining features of a traditional fund manager and a stockbroker. We provide investment advice from a professional portfolio manager for clients wanting to maintain their own portfolio. Clients using this service retain control over all investment decisions.

Portfolios can be constructed from any of the following:

• Australian Shares – Infinitas Core Portfolio, Infinitas AllCap Portfolio, Infinitas SmallCap Portfolio, other stocks listed on the Australian Securities Exchange Ltd (ASX).
• International Shares – Infinitas International Portfolio, Exchange Traded Funds
• Property – Exchange Traded Funds
• Fixed Income & Cash – Hybrid securities listed on the ASX and Bank and Cash Management Deposits

A coherent & professional portfolio approach and aceess to Infinitas Asset Management Limited’s securities advice to assist investors who want to retain decision-making.

Cash & Fixed Income Investments

Infinitas Asset Management Limited provides advice in respect of cash deposits, ASX-listed hybrid securities and fixed income investments – as part of an overall portfolio or as a portfolio on its own.