Da Viinci

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
Investments
Property
Bonds
Infrastructure
Model Portfolios - The Da Vinci
Lpi Logo Footer

Introduction

Play Video about Img Overlay Our Process

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.

01

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.

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

02

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.

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.

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.

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
1.50%
5.96%
4.06%
6.36%
6.36%

Related FAQs

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Phasellus hendrerit. Pellentesque aliquet nibh nec urna. In nisi neque, aliquet vel, dapibus id, mattis vel, nisi. Sed pretium, ligula sollicitudin laoreet viverra, tortor libero sodales leo, eget blandit nunc tortor eu nibh. Nullam mollis. Ut justo. Suspendisse potenti.Sed egestas, ante et vulputate

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Phasellus hendrerit. Pellentesque aliquet nibh nec urna. In nisi neque, aliquet vel, dapibus id, mattis vel, nisi. Sed pretium, ligula sollicitudin laoreet viverra, tortor libero sodales leo, eget blandit nunc tortor eu nibh. Nullam mollis. Ut justo. Suspendisse potenti.Sed egestas, ante et vulputate

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Phasellus hendrerit. Pellentesque aliquet nibh nec urna. In nisi neque, aliquet vel, dapibus id, mattis vel, nisi. Sed pretium, ligula sollicitudin laoreet viverra, tortor libero sodales leo, eget blandit nunc tortor eu nibh. Nullam mollis. Ut justo. Suspendisse potenti.Sed egestas, ante et vulputate

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Phasellus hendrerit. Pellentesque aliquet nibh nec urna. In nisi neque, aliquet vel, dapibus id, mattis vel, nisi. Sed pretium, ligula sollicitudin laoreet viverra, tortor libero sodales leo, eget blandit nunc tortor eu nibh. Nullam mollis. Ut justo. Suspendisse potenti.Sed egestas, ante et vulputate

Lorem ipsum dolor sit amet, consectetuer adipiscing elit. Phasellus hendrerit. Pellentesque aliquet nibh nec urna. In nisi neque, aliquet vel, dapibus id, mattis vel, nisi. Sed pretium, ligula sollicitudin laoreet viverra, tortor libero sodales leo, eget blandit nunc tortor eu nibh. Nullam mollis. Ut justo. Suspendisse potenti.Sed egestas, ante et vulputate

Empower Your Future
Partner with Our Visionary Investment Firm
Logo
Get Started!

Your Investment Journey Starts Here

Complete the form to dive into your personalised investment dashboard.
Browse the platform and explore exclusive portfolio offerings tailored for you.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.