VIP manages traditional, ESG and SIV portfolios.
The table below steps through VIP’s products identifying the different options for various needs, investor profiles, and financial goals.
Our Investment Options
| PORTFOLIO | ASSET CLASS | RISK PROFILE | INVESTMENT HORIZON |
MIN. INVESTMENT |
MDA CLASS MANAGEMENT FEE (excl. GST) | SMA CLASS MANAGEMENT FEE (excl. GST) |
| VIP High Growth | Multi-Asset | Very High | 7 Years | $250,000 | 0.80% | n/a |
| VIP Growth | Multi-Asset | High | 7 Years | $250,000 | 0.80% | 0.45% |
| VIP Balanced | Multi-Asset | Moderate | 5 Years | $250,000 | 0.80% | 0.60% |
| VIP Conservative | Multi-Asset | Moderate | 5 Years | $250,000 | 0.80% | 0.65% |
| VIP Diversified eXplore | Multi-Asset EFT | High | 7 Years | $25,000 | 0.30% | n/a |
| VIP Diversified Ethical | Multi-Asset | High | 7 Years | $250,000 | n/a | 0.77% |
| VIP Climate Sustainability | Australian Equities | Very High | 7 Years | $100,000 | n/a | 0.90% |
Traditional Models
Comprising our flagship multi-asset products our Traditional Models utilise the investment philosophies and processes Value Investment Partners has cultivated over its 10-year history. Prioritising capital protection and volatility reduction these models offer one-product solutions to your investment needs diversified across a range of listed asset classes.
ESG Model
VIP’s ESG portfolios screen for environmental, social, and governance concerns, allowing our clients to invest in businesses that better align with their personal values while still taking advantage of our proven investment methodology.
Climate Model
With many of us concerned about the impact of climate change and environmental degradation on the world we have designed a product that can invest across the entire Australian stock exchange in businesses that are contributing to addressing that threat to our current way of life.