FREE Comprehensive Economic Update -- Select Your State -- Australian Capital Territory New South Wales Northern Territory Queensland South Australia Tasmania Victoria Western Australia Other

Managed Portfolio's

InvestorCircle offers the following Managed Portfolio’s. To find out more about how these portfolio’s work or the returns they have been achieving call the team here at InvestorCircle 03 8080 5788.
If you would like to hear the view of the global and local economies from our Chief Investment Officer and Funds Manager then secure your seat today at our boardrooms Live Economic Overview. Click Here To Book.

Model Balanced Portfolio (Australian Equities)
Model Objective	To provide actively managed exposure to selected securities in the ASX 300 index identified as offering superior return characteristics based on parameters set by the InvestorCircle Investment team. The style will be bottom up but with emphasis on sectors entering growth phases. Income generation will be minimal as will exposure to securities in the ASX 50 index.
Benchmark	The benchmark for the portfolio provides a performance target against which the portfolio’s performance is measured over a period of time. The benchmark for this portfolio is the ASX 300 accumulation index.
Asset Allocation Ranges %	Min % Benchmark Max % Australian Equities 90 100 100 Cash 0 0 10
Authorised Investments	The investment universe is any stock listed on the Australian Stock Exchange that has a market capitalisation that qualifies entry into the ASX 300 index. The majority of the portfolio will be selected from stocks outside the ASX 50.
Investment Restrictions	No investments in Unlisted Equities, Unlisted Property, Bonds, Commodities, International Shares.
Derivative Restrictions	No derivatives positions will be recommended.
Designed For Investors Who…	Seek A Portfolio Of Australian Shares Accept The Risk Associated With The Fluctuations In Share Markets Accept The Risk Associated With A Concentrated Portfolio Of Shares Have A Long Term Investment Horizon Accept Active Management Want More Control Over Their Managed
Investment Strategy And Approach	The investment process is driven by bottom up industry and stock research. The investment recommendations are based on identifying shares that exhibit either Growth characteristics or Value characteristics with a greater emphasis on Growth. Income investing principles will not be a consideration in the selection of shares. The strategy is a buy hold strategy with a lesser degree of concentration than either the Leaders Portfolio Gearing will not be recommended for this portfolio.

Model Leaders Portfolio (Australian Equities)
Model Objective	The primary aim of the portfolio is to maximise capital growth through an exposure to a diversified portfolio of quality Blue Chip shares selected from large capitalisation companies listed on the Australian Stock Exchange. Dividend income from the portfolio can be expected to be close to the ASX200 average.
Benchmark	The benchmark for the portfolio provides a performance target against which the portfolio’s performance is measured over a period of time. The benchmark for this portfolio is the ASX 100 accumulation index.
Asset Allocation Ranges %	Min % Benchmark Max % Australian Equities 90 100 100 Cash 0 0 10
Authorised Investments	The investment universe is any stock listed on the Australian Stock Exchange that has a market capitalisation that qualifies entry into the ASX 100 index, however, the majority of the portfolio will be selected from ASX 50 stocks.
Investment Restrictions	No investments in Unlisted Equities, Unlisted Property, Bonds, Commodities, International Shares.
Derivative Restrictions	In certain situations derivative strategies can be used to enhance the portfolio return. This will include selling exchange traded put options to purchase equities and generate income and selling call options to generate income and exit positions. Warrants will be considered for use including Self Funding Instalments and RBS Minis
Designed For Investors Who…	Seek A Portfolio Of Australian Shares Accept The Risk Associated With The Fluctuations In Share Markets Accept The Risk Associated With A Concentrated Portfolio Of Shares Have A Medium To Long Term Investment Horizon Seek More Involvement And Control Over Investment Decisions Made Within A Managed Portfolio
Investment Strategy And Approach	The investment recommendations are based on identifying shares from industry sectors that are exhibiting strong growth potential. The sectors represented in the portfolio will rarely be higher than 5 and as a result the portfolio is concentrated to reflect the needs of the relatively small portfolios being managed. Generally no more than 10 to 13 shares will be recommended for the portfolio; however, individuals’ portfolios may have more than that number due to timing issues related particularly to CGT. Shares that are considered for this portfolio are generally from the ASX 50 and Value Investing principles are used for stock selection. This portfolio is suitable for individuals who would like to participate in gearing to enhance the potential for capital growth. The level of gearing will be determined by investors in consultation with their financial advisors. There is an emphasis on retaining income within the portfolio to enhance long term returns.

Model High Income Portfolio (Australian Equities)
Model Objective	To deliver an attractive high income yield from investments in shares selected from the ASX 100 index. The portfolio is actively traded to deliver good dividends and significantly enhanced through the use of aggressive option strategies.
Benchmark	The benchmark for the portfolio provides a performance target against which the portfolio performance is measured over a period of time. The benchmark for this portfolio is the ASX 100 accumulation index.
Asset Allocation Ranges %	Min % Benchmark Max % Australian Equities 90 100 100 Cash 0 0 10 * Note: Cash levels may be higher if derivative positions are taken to provide market exposure.
Authorised Investments	The investment universe is any stock listed on the Australian Stock Exchange that has a market capitalisation that qualifies entry into the ASX 100 index.
Investment Restrictions	No investments in Unlisted Equities, Unlisted Property, Bonds, Commodities, International Shares.
Derivative Restrictions	Derivative strategies will be used to enhance the portfolio return. This will include selling exchange traded put options to purchase equities and generate income and selling call options to generate income and exit positions. Warrants will be considered for use including Self Funding Instalments and RBS Minis
Designed For Investors Who…	Seek A Portfolio Of Australian Shares Seek A High Proportion Of Income Through Their Investments Are Not Concerned About Tax Effectiveness Accept The Risk Associated With The Fluctuations In Share Markets Accept The Risk Associated With A Concentrated Portfolio Of Shares Have A Long Term Investment Horizon Accept Active Management Want More Control Over Their Managed Portfolio
Investment Strategy And Approach	The investment recommendations are based on a fundamental approach in shares from sectors that are expected to outperform in the medium term. The portfolio is concentrated and it is critical that shares can be held in parcels that can be cost effectively overlaid with option strategies. Emphasis is placed on shares having Exchange Traded Options series that are both liquid and generally offer good premiums. The strategy is to use options to initially enter equity investments and then to actively lock in capital growth with the use of Covered Calls on a frequent basis on each share represented in the portfolio. It can be expected that this portfolio could be turned over frequently. Gearing is recommended for this portfolio, but is limited to 50%. Generally portfolios will start with no gearing and then build up over time. It is important that as much income as possible is retained within the portfolio to enhance long term returns.

Model Active Income Portfolio (Australian Equities)
Model Objective	To deliver an attractive income yield through exposure to shares selected from the ASX 100 index. The portfolio is actively traded to deliver significantly enhanced through the use of option strategies.
Benchmark	The benchmark for the portfolio provides a performance target against which the portfolio performance is measured over a period of time. The benchmark for this portfolio is the ASX 100 accumulation index.
Asset Allocation Ranges %	Min % Benchmark Max % Australian Equities 0 N/A 100 Cash 10 10 100
Authorised Investments	The investment universe is any stock listed on the Australian Stock Exchange that has a market capitalisation that qualifies entry into the ASX 100 index.
Investment Restrictions	No investments in Unlisted Equities, Unlisted Property, Bonds, Commodities, International Shares.
Designed For Investors Who…	Seek Exposure To The Australian Share Market Seek A High Proportion Of Income Through Their Investments Are Not Concerned About Tax Effectiveness Accept The Risk Associated With The Fluctuations In Share Markets Accept The Risk Associated With A Concentrated Portfolio Of Shares Have A Long Term Investment Horizon Accept Active Management Want More Control Over Their Managed Portfolio
Investment Strategy And Approach	The investment recommendations are based on both a fundamental and technical approach with the emphasis on shares having Exchange Traded Options series that are both liquid and offer good premiums. The strategy is to use options for the generation of income and, at appropriate times, entering equity investments. Income will also be generated with the use of Covered Calls for stock held within the portfolio. It can be expected that this portfolio could be turned over frequently. Gearing can be used for this portfolio, but is limited to 50%. Generally portfolios will start with no gearing and then build up over time. It is important that as much income as possible is retained within the portfolio to enhance long term returns.

Every page on this website contains General Advice Only
and is subject to the following Warnings: Privacy - Warning - FSG
Option Trading Strategies | Site Map

Copyright © OzFinancial Pty Ltd 2007-2010 - Option Trading Strategies For Investors
OzFinancial Pty Ltd AFSL 241041 - ABN 85 106 823 741
Level 20, 8 Exhibition Street, Melbourne Victoria
Telephone: 03 8080 5788
Facsimile: 03 8080 5791
Email: admin@investorcircle.com.au