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InvestSense Diversified Portfolio 5 (FirstChoice Wholesale Personal Super)

About this Fund

Fund Detail

PDS https://informedinvestor.com.au/view/pds/106829-2024-05-15-02:41.pdf
FUND MANAGER FirstChoice
ASX Code
APIR CFSMA-94372
ASSET CLASS MFUNDS
INVESTMENT STYLE

InvestSense believes that prevailing market valuations tend
to be indicative of final outcomes over long-time periods.
By undertaking a forward-looking view of expected returns
and implied risks, InvestSense aims to understand if the
market is sufficiently rewarding investors for the risks they
are undertaking across different asset class.

INVESTMENT PROFILE

InvestSense is a portfolio construction and investment
consulting company. 

CURRENCY MANAGEMENT
INCEPTION DATE
BENCHMARK CPI + 5%
FUND SIZE CPI + 5%
DISTRIBUTION FREQUENCY
NO. OF HOLDINGS
FEES
STRUCTURE

Benefits

Benefits
RISK LEVEL Very High
INVESTOR SUITABILITY

Investors who:
• seek a high return above inflation but with a very high
tolerance for risk and are therefore willing to accept a
very high degree of volatility in their portfolio in order
to achieve their long-term objective;
• seek a portfolio diversified across a range of different
asset classes; and
• want a portfolio where the asset allocation is actively
managed based on changes in market valuations.

Risks

Title
Detail

Key Features

The portfolio does not have a pre-defined asset allocation,
instead InvestSense employs an objective based approach
which aims to determine the appropriate mix of asset
classes that is likely to achieve the stated objective while
minimising the level of risk. As investment markets fluctuate and therefore expected returns change, InvestSense
alters the asset allocation accordingly.
The portfolio manager’s strategy is relatively unconstrained
and there may be times when the actual asset allocation
will deviate significantly from the expected long term
average position.

Mandate