A portfolio that achieves the largest allocation of the Significant Investor Visa compliant investment with strong capital growth.

The portfolio is designed off the basis of the Value Investment Partners Growth portfolio 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 ‘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 S&P/ASX 200 Accumulation Index over a rolling 5 year and 7 year period to give our investors added value in a balancing investment that fits all SIV requirements. The portfolio, furthermore, it 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 Class 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 Australia's largest companies and best known brands
  • 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 you will be able to maintain this investment or transfer to another Value Investment Partners Portfolio
  • Accept the risk of price fluctuations particularly over periods less than the minimum investment time frame and understand that capital preservation is not guaranteed

Portfolio Asset Allocation Ranges

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