Traditional Models

Our traditional investment models

These products comprise of Value Investment Partners’ flagship products that have been actively managing client funds for over 10 years. Apart from one product (VIP Australian Share Leaders Portfolio), these offer a holistic solution for your entire wealth placed in public markets. Our diversified multi-asset investment options in both investment and super/pension structures have consistently achieved their objective of minimising volatility, smoothing out returns, and generating long-term capital growth for our investors.

Below explores how the portfolios are constructed to start in your journey of understanding how we can assist you in achieving your financial goals, growing your wealth over the long term.

The Investment Process

Idea Generation

Thematic research and macroeconomic forecasting.

300 Stocks & 50 models Managers
Quantitative Analysis

Modeling metrics, risk forecasts and valuation 

~60 Stocks & 25 models Managers
Qualitative Analysis

Company analysis and due diligence

~40 Stocks &20 models Managers
Manager On-boarding

Due diligence and on-boarding of a models manager

~30 Stocks & 10 models Managers
Portfolio Construction

Portfolio diversification and sector tilts

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.
View Portfolio
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.
View Portfolio
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.
View Portfolio
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.
View Portfolio
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.
View Portfolio
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.
View Portfolio
Previous
Next

Interested In Investing?