Addressing the largest allocation of Significant Investor compliant investments with strong capital growth.
The portfolio is designed off the basis of the Value Investment Partners Growth portfolio in order to fill the requirements for a Significant Investor Visa (SIV) compliant investment product. It is designed with the objective of meeting the Australian Department of Immigration and Border Protection’s Significant Investor Visa (SIV) requirements as a ‘managed investment fund’ investing in ‘balancing investments.’
The portfolio aims to outperform the S&P/ASX 300 Accumulation Index over a rolling 5 year and 7 year period to give our investors added value in a balancing investment that fits all SIV requirements. The portfolio, furthermore, will maintain its compliance as an SIV product under the rules and guidelines given by ‘Migration (IMMI 15/100: Complying Investments) Instrument 2015.’