Balanced Portfolio

The Aria Balanced Portfolio (the Portfolio) is a truly diversified multi-manager, multi-asset class portfolio. It can be used as either a core portfolio solution that can be complemented with satellite investments or an all-in-one wealth management solution for investors or advisers who are looking for a portfolio of principally defensive and growth assets and investments. The Portfolio can invest in a broad spectrum of opportunities in Australia and overseas including traditional assets, alternative investments and both listed and direct investments. Exposure to this Portfolio tends to suit moderate investors.

Click on one of the following links for further information.

  a. PDS
  b. Fact Sheet
  c. Performance History (coming soon)
  d. Portfolio Holdings
  e. Investment Report