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OUR PORTFOLIO SERVICES

Individually Managed Portfolios (IMA) are specific to your personal needs and objectives.

Peak recognizes that investors want a highly unique portfolio devised and managed for you that reflects your wants, their needs and is exclusive to you.

To achieve this, a Peak Portfolio Manager will spend extensive time with you devising the right individual portfolio. This will meet your investment goals over your required time period that is in line with your personal risk profile. The Peak service specializes in managing portfolios of direct equities and securities both in Australia and across the world. This reflects our international experience.

We also provide a Model Portfolio service (SMA) that offers you a choice of six portfolios to suit your needs.

Peak acts as your adviser to ensure that the model portfolio service is right for you. Peak also acts as the model portfolio manager selecting stocks within each model.

These Peak model portfolios are managed within the Powerwrap platform under a “managed investment scheme”.
A summary of all the model portfolios and a factsheet on each model portfolio can be found in within the Peak performance section. This contains the key portfolio features, the performance, the top ten holdings and the sector allocation per model portfolio

 

Benefits of Peak’s Portfolio services:

  • Peace of mind through a strong relationship and access to your portfolio manager
  • A focus on maximizing after tax returns
  • Proactive management of your portfolio
  • Enhanced returns through a stock selection process based upon insightful research
  • Continuous secure on-line access to your portfolio
  • Quarterly reviews to track the return on your portfolio.

How we construct Portfolios

Following a detailed review covering your investment objectives and risk tolerance, Peak will prepare an investment mandate for your approval. The investment strategy, risk analysis and sector themes are derived from Peak’s research process.
Individual portfolios are constructed from securities selected from Peak Investment Partners proprietary research, with portfolios under constant management and review.
Your mandate
Peak process
Your portfolio
  • Any Combination of:
    • Income
    • Income & Growth
    • Growth
    • Smaller companies
    • Recovery
    • Fixed and floating rate securities
    • 1. Tactical portfolio allocation
    • 2. Sector bias with positive risk-adjusted returns
    • 3. Core stocks with positive risk-adjusted returns
    • 4. Buy limits per stock, may be acquired in tranches
    • 5. Technical perceptions on the market and stocks
    15-25 securities balanced between:
    • Australian Financials
    • Australian Resources
    • Australian Industrials
    • Fixed & Floating rate securities
    • International Exchange Traded Funds
    • Cash
    PEAK INVESTMENT
    We partner with successful individuals, families, DIY superfunds and ‘not for profit’ organizations to help you achieve your investment goals. We deliver independent, trusted advice and match solutions to your needs, wants and circumstances.
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    © 2015 Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorised representative of Peak Investment Holdings Pty Ltd (ABN 17 118 685 993)

    who holds an Australian Financial Service Licence No.304008. Website Design & Development by MDB