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InvestorCircle

InvestorCircle provides portfolio management services, designed to maximise superannuation and personal investment returns for individuals. InvestorCircle understands the importance of tailoring investments to suit the needs of the individual, and consequently offers a boutique style fund management service.

The small and nimble portfolio design at InvestorCircle provides an alternative to large style superannuation funds. Rather than simply 'pooling' funds into one portfolio, InvestorCircle helps individuals to generate a portfolio that suits their needs, and is managed by a highly skilled and experienced Investment Team.

Each client is subjected to a risk analysis to determine the portfolio that is best suited to fulfill their needs and expectations. The services provided allow the individual to see where their money is invested, how their investments are performing, and how their superannuation or ordinary funds can be used to take advantage of opportunities arising in the market.

Over the past three years, InvestorCircle has generated an average rolling return of 18% p.a* for the average portfolio design.

The key to InvestorCircle’s ability to outperform the market can be attributed to the following characteristics:

	Small and nimble design allowing opportunities to be seized quickly and effectively, as they arise in the market.
	100% visibility of stocks in each portfolio.
	An Investment Team with over 50 years of industry experience.

To find out more about our portfolio management services, contact one of our Investment Consultants on (03) 8080 5788.