Traditional Models

Proven Ethical Performance

Value Investment Partners’ flagship products have been protecting and growing our client’s capital for over 10 years. These diversified multi-asset investment options are managed in alignment with UNESCO’s Principles for Responsible Investing and are available in both investment and super/pension structures. 

To understanding why our performance is repeatable and how we can assist in achieving your financial goals, read through our investment process below.

The Investment Process

300 Stocks & 50 models Managers
Idea Generation

Thematic research and macroeconomic forecasting.

~60 Stocks & 25 models Managers
Quantitative Analysis

Modeling metrics, risk forecasts and valuation 

~40 Stocks & 20 models Managers
Qualitative Analysis

Company analysis and due diligence

~30 Stocks & 10 models Managers
Manager On-boarding

Due diligence and on-boarding of a models manager

Refining the portfolio
Portfolio Construction

Portfolio diversification and sector tilts

Ensuring the best return on your investment
Monitoring Investments

Tracking investment performance to thesis

Our Traditional Model Products

VIP High Growth Portfolio
The portfolio aims to provide a high level of capital growth by exposure to a diversified portfolio of investments, with an increased allocation to growth assets and a minimal allocation to defensive assets.
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VIP Growth Portfolio
The portfolio aims to provide a high level of capital growth by exposure to a diversified portfolio of investments, with an increased allocation to growth assets and a balancing allocation to defensive assets.
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VIP Balanced Portfolio
The portfolio aims to provide investors with a combination of capital growth and income over the medium to long term from investment within a diversified portfolio balanced among growth and defensive assets.
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VIP Conservative Portfolio
The portfolio aims to provide investors with a reliable income stream with the potential for moderate capital growth over the medium to long term by exposure to a diversified portfolio of investments, with an increased allocation to defensive assets and a small allocation to growth assets.
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VIP Diversified eXplore Portfolio
The portfolio aims to provide investors with a combination of capital growth and income over the medium to long term from investment within a diversified portfolio balanced among growth and defensive assets.
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VIP Australian Share Leaders Portfolio
A concentrated portfolio of quality Australian shares listed on the Australian Stock Exchange. The VIP Australian shares portfolio invests in 10 to 40 ASX 300 companies and aims to outperform the benchmark over the minimum investment timeframe.
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Interested In Investing?