VIP Significant Investor Visa Portfolio

The portfolio that delivers on all aspect of the Significant Investor Visa investment criteria.

The portfolio is designed off the basis of the Value Investment Partners Growth portfolio and Small Companies portfolio with the addition of a venture capital/growth private equity fund in order to fill the requirements for a Significant Investor Visa (SIV) compliant investment product. It is designed with the objective of meeting the Australian Department of Immigration and Border Protection’s Significant Investor Visa (SIV) requirements as a ‘managed investment fund’ investing in ‘venture capital fund investments’, ‘emerging companies investments’, and ‘balancing investments’.

The aim of the portfolio is to assist individuals in gaining temporary and eventual permanent residence of Australia through the Australian Department of Immigration and Border Protection’s Significant Investor Visa Stream. The portfolio aims to outperform the VIP SIV Composite benchmark over a rolling 5 year and 7 year period to give our investors added value in one investment that fits all SIV requirements. The portfolio, furthermore,will maintain its compliance as an SIV product under the rules and guidelines given by ‘Migration (IMMI 15/100: Complying Investments) Instrument 2015’.

Portfolio Asset Type Allocation

Investor Suitability

  • Seek a high level of growth on invested capital with modest income from investments
  • Wish to gain exposure to a spectrum of companies within the Australian market, including some of Austrlias largest companies to its fasted growing start up
  • Inviduals or families seeking to immigrate to Australia through the Australian Department of Immigration and Boarder Protection's Significant Investor Visa Stream
  • Understand that the investment will need to be maintained for four and a half years and that upon receiving citizenship and withdrawing funds, investors may have timing issues withdrawing capital from private equity and venture capital investments
  • Want to have one point of contact for all investments relating to their required capital allocations to maintain compliance under their temporary visa and invest in a single product rather than three

Portfolio Asset Allocation Ranges

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