Vantage20

The Vantage²º is a smart way to invest in Australian BlueChip Shares. The portfolio aims to provide a better risk adjusted return of a diversified portfolio while minimising costs.

Through Vantage²º, you can own a diverse portfolio based on the Top 20 stocks. The benefits of the Vantage²º approach mean you’ll be positioned in the market to match broader market returns, receive franked dividends and pay low fees with discount brokerage.

Why consider investing in Vantage²º

If you want to invest directly in the Australian Top 20 BlueChip Stocks.
100% visibility - have all your holdings in your name and on your own ASX HIN.
Strong dividend paying portfolio.
Low fees and brokerage.
 

If you would like to find out more

Please register your details using the form to the right to receive a more detailed portfolio outline,
or give us a call to speak with an advisor on 03 8080 5795.

Key Risks

  • The approach offers nil diversification across different asset classes such as international equities, cash, fixed interest or property.
  • The performance of direct shares depends on the performance of the companies, their business and economic environments.
  • Increased market volatility and a downward trend in the market as a whole would reduce the value of your shares.
  • Past performance is not a reliable indicator of future performance.
  • Although the Vantage²º portfolio invests in the same shares as the ASX 20, the performance will differ and
    the returns may be less.

 

 

VANTAGE 20

Do you want to know how we can help you to manage your investment portfolio?

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