Sage 50 Portfolio
Growth and Risk Management
Professionally managed investment strategy that balances growth and stability. With diversified holdings across Australian and international shares, fixed interest, and cash, it’s designed to deliver consistent returns while effectively managing risk.
Focused on low-cost passive management, diversification, and long-term performance, Sage 50 is ideal for investors seeking a reliable and steady approach to wealth accumulation.
Sage 70 Portfolio
Balanced Growth Investment Strategy for Long-Term Investors
Tailored for long-term investors seeking higher returns through a diversified mix of Australian and international shares, bonds, and cash. With a 70/30 growth-to-defensive asset allocation, this portfolio is ideal for those aiming to build wealth while managing risk.
Built on evidence-based investment principles, it features low-cost passive management and transparent governance, offering a disciplined path to wealth creation over a five-year horizon. Ideally planning for retirement or looking to grow your portfolio steadily, Sage 70 provides a reliable foundation.
Sage 90 Portfolio
High-Growth Investment Strategy for Ambitious Investors
Designed for investors with a higher risk tolerance and a focus on capital appreciation. With a 90/10 allocation to growth and defensive assets, it offers broad exposure to Australian and international equities, supported by selective fixed interest and cash holdings.
This portfolio is built on evidence-based principles, managed with cost-efficiency and transparency, and aims to deliver strong returns over a seven-year investment horizon. Ideal for growth-focused investors seeking to maximize long-term wealth through strategic diversification.
