By following the below table we can nudge you in the right direction concerning the products that are best suited to your needs, investor profile, and financial goals.
We at Value Investment Partners believe investing should be easy and stress-free, as a result, we endeavour to be transparent and clear every step of the way.
|PORTFOLIO||ASSET CLASS||RISK PROFILE||INVESTMENT HORIZON||
|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 Australian Share Leaders||Australian Equities||High||7 Years||$100,000||0.80%||n/a|
|VIP Diversified Ethical||Multi-Asset||High||7 Years||$250,000||1.20%||0.77%|
|VIP Climate Sustainability||Australian Equities||Very High||7 Years||$100,000||1.20%||0.90%|
|VIP Significant Investor Visa||Multi-Asset||High||5 Years||$3,000,000||1.50%||n/a|
|VIP SIV Growth||Multi-Asset||High||5 Years||$1,250,000||1.50%||n/a|
|VIP SIV Emerging Companies||Australian Equities||Very High||5 Years||$750,000||1.50%||n/a|
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.
We have a suite of investment options that cover individual segments to an all-encompassing investment product that satisfies all requirements of the Investor and Significant Investor Stream compliant investment for investment visas to Australia.