VIP SIV Emerging Companies Portfolio

An actively managed portfolio of emerging Australian companies seeking strong capital growth and downside protection.

The portfolio is designed off the basis of the Value Investment Partners Small Companies 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 ‘emerging companies 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 Small Ordinaries Accumulation Index over a rolling 5 year and 7 year period to give our investors added value in a emerging companies investment that fits all SIV requirements. The portfolio, furthermore, intends to maintain its compliance as an SIV product under the rules and guidelines given by ‘Migration (IMMI 15/100: Complying Investments) Instrument 2015’.

Portfolio Company Size Allocation

Investor Suitability

Portfolio Asset Allocation Ranges

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