Peak portfolio managers offer clients both domestic and overseas experience with the managers having worked in the UK, US and Hong Kong, in addition to Australia.
Peak offers clients a bespoke portfolio based on their desired return, any particular needs they have and, most importantly, their individual risk profile.
Clients have direct access to the portfolio managers – those who make the investment decisions on the clients’ behalf.
Clients end up with a tailor-made portfolio reflective of the above benefits. They have a portfolio of direct stocks, which is more effective than managed funds. And they receive full reporting on a continuous basis via Praemium.
Quarterly Performance Report
Portfolio Details
Direct Securities
Direct Australian equities, Australian hybrid income securities and international equities.
Our Clients
High-net-worth Individuals, family trusts, self-managed super funds, companies & not for profits.
Portfolio Services
Your own designed Portfolio ‘IMA’
> $1 Million through Peak.
How we construct IMA 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.
How we construct Portfolios
Our portfolio services
01.
Tactical portfolio allocation
02.
Sector bias with positive risk-adjusted returns
03.
Core stocks with positive risk-adjusted returns
04.
Buy limits per stock; may be acquired in tranches
05.
Technical perceptions on the market and stocks
Your portfolio
15-25 securities balanced between:
- Australian financials
- Australian resources
- Australian industrials
- Fixed and floating rate securities
- International equities
- International exchange traded funds (EFTs)
- Cash
© 2022Peak 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. This document provides general information only and is not intended to be a recommendation to invest in any product or financial service mentioned above. The general information in this document has been prepared without reference to any recipient’s objectives, financial situation or needs. Before making any financial investment decisions, we recommend recipients obtain legal and taxation advice appropriate to their particular needs. Please consult the appropriate Product Disclosure Statement for information regarding the Smaller Companies Model Portfolio.
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