Peak Income Model
The Peak Income Model is a portfolio constructed of higher yielding Australian shares. It aims to provide investors with a stable income stream with diversification benefits to reduce risk.
The Peak Investment Partners Income Model is a separately managed account (SMA) actively managed by Peak Investment Partners (Peak). SMAs are professionally managed portfolios of direct shares where the investor receives beneficial ownership of the underlying securities.
monthly Performance Report
Portfolio Details
Model Inception
18/06/2006
Benchmark
S&P/ ASX 300 Accumulation Index
Number of Stocks
15 - 30
Investment Horizon
Over 5 years
Authorised Investments
Australian Shares & Cash
Investor Profile
The Income Model is designed for investors who:
Seek a tax effective income stream with some capital growth
Have a medium to long-term investment horizon
Accept the risk of significant share price fluctuations
Performance
Past performance is not a reliable indicator of future performance. While returns above and the chart below are from the model portfolio within Praemium before fees. They are not the actual performance but indicative of the portfolio performance in Praemium before fees.
© 2021 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 Services 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 Peak Financial Services Guide for information regarding the Smaller Companies Model Portfolio.
