Diversified
Multi Asset
40% Income
60% GROWTH
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.
Our Michelangelo Portfolio; also known as our Active Income option, is a lower-risk investment portfolio suitable for investors with a lower tolerance for risk and a preference of income generation over capital appreciation. Michelangelo was a visionary artist and sculptor. He created masterpieces that epitomised the spirit of the Renaissance. Michelangelo’s creations demanded meticulous precision to avoid jeopardising the whole. The Michelangelo Portfolio mirrors this meticulousness, aiming to reduce risk and safeguard capital despite shifts in the market.
Lower risk investors typically want to focus on preserving their existing capital. Our Michelangelo Portfolio aligns perfectly with a prudent investor’s discerning approach, boasting a well-curated mix of stable fixed-income assets and dividend-yielding stocks.
Michelangelo’s cautious and intentional nature acted like a safety net for his creativity, allowing him to create enduring works that transcended time. Similarly, a low-risk investor seeks to preserve their wealth while nurturing it for sustained long-term growth, ensuring that each calculated financial decision contributes to the masterpiece that is their portfolio. Due to the nature of this portfolio type, there may be a more limited potential for high returns, but this option offers investors greater stability and peace of mind.
Suitable for: Investors who prefer predictable recuring income, or simply investors who want to opt for safer and slow investing.
If any of these traits sound like you, the Michelangelo portfolio may be the perfect investment option for your needs.
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.
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.
Model Name | Model Inception Date | 1 Month | 3 Months | 6 Months | Since Inception | Since Inception (annualised) | Michelangelo | Active Income
| 21 Feb 2024
| -1.04% | 0.66% | n/a | 1.39% | 1.39% |
|---|
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Medici Invest is distributed by Lanteri Partners Financial Management Pty Ltd (ACN 060 748 594, AFSL 239 127) and administered by OpenInvest Limited (ACN 614 587 183) via the OpenInvest Portfolio Service (ARSN 628 156 052). This website provides factual information about the service, and any general advice contained does not take into account your objectives, financial situation or needs. Before making any investment decision, please review the PDS and Target Market Determination available in the Medici Invest portal under Key Documents. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.
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