Da Vinci

Moderate Growth

Target

CPI + 4%

Fee

1.00% pa

Minimum Investment

$5,000

Style

Diversified
Multi Asset

Risk

Allocation

30% Income
70% GROWTH

Timeframe

6+ years

Property

Bonds

Infrastructure

STOCKS

FINANCIALS

MINERS

TECH

CONSUMABLES

Introduction

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Channelling the brilliance of Leonardo da Vinci, the Da Vinci Portfolio is your financial symphony of investment balance. Just as da Vinci found harmony in art and science, this portfolio weaves stability and growth into a masterpiece.
Like Da Vinci’s precision, it tactically blends diversification and allocation for an equilibrium of investment returns. Embracing both income and capital appreciation in equal parts, it dances between risk and reward, aligning with an investor’s long-term aspirations.
Just as Da Vinci’s designs constantly evolved with his own growth, this portfolio’s strategic balance endures market shifts. Whether it’s seizing growth opportunities or safeguarding your capital, it’s your money’s steadfast guardian.
Picture da Vinci’s genius in your investments – a fusion of foresight, symmetry, and calculated risk. The Da Vinci Portfolio beckons, inviting you to sculpt your financial future with the essence of a balanced visionary.

The Da Vinci Investor

They think carefully before making choices, whether it's about money or everyday stuff.

Another here

The Da Vinci - Moderate Growth Portfolio

Our Da Vinci Portfolio is a moderate growth investment option, seeking to get an equal split of its returns from income and capital appreciation. Channelling the brilliance of Leonardo da Vinci, the Da Vinci Portfolio weaves stability and growth into a financial balancing act.

This portfolio is best for investors who will benefit from a balanced mix of risk and return. Just as Da Vinci’s designs constantly evolved with his own growth, this portfolio’s strategic balance endures market shifts. Whether it’s seizing growth opportunities or safeguarding your capital, this option is the steadfast guardian of your hard-earned capital.

This portfolio tactically blends diversification and asset allocation to achieve an equilibrium of investment returns. As such, it might include a combination of stocks, bonds, property and or other asset classes. These investments will aim to provide moderate growth while still providing some downside protection.

Suitable for:
Investors of all ages who want a more stable investment option while still seeing moderate returns.

What does a Da Vinci Investor look like?:

You think carefully before making choices, whether it's about money or everyday decisions

You’re not too risky, but not too cautious either; you tend to prefer to find a good middle ground.

When things change, you go with the flow and stay calm.

You respect the concept of risk, understanding that some risk is necessary to achieve your life goals.

You’re okay with waiting for results and care more about long-term goals.

You are open to new ideas and like seeing things from different angles.

If any of these traits sound like you, the Da Vinci portfolio may be the ideal investment option for your needs.

How We Create Our Model Investment Portfolios

Managing these different investment portfolios requires ongoing maintenance to continue to ensure optimum performance. Here’s how we maximise returns and minimise risk for our investors.

Tactical Asset Allocation

Our team will allocate assets tactically, shifting investments between different asset classes based on market conditions and upcoming opportunities. This dynamic approach helps balance risk and potential returns, enhancing the resilience of each of our portfolios.

Diversifying Portfolios

Maintaining diversified portfolios is essential for risk management. We spread our investments across various industries, sectors, and geographic regions, reducing exposure to individual risks and creating a robust investment mix.

Constant Review and Rebalancing

At Medici Invest, we have a dedicated Investment Committee Team who are incredibly agile. They have the ability to adapt swiftly to market changes, enabling them to optimise portfolio performance and minimise risk effectively. We can promptly rebalance our portfolios when needed, optimising asset allocation and maintaining performance targets.

Your Journey to Financial Freedom Starts Here

Model Name	Model Inception Date	1 Month	3 Months	6 Months	Since Inception	Since Inception (annualised)
Da Vinci \| Moderate Growth	21 Feb 2024	-1.76%	0.23%	n/a	0.85%	0.85%

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Da Vinci