Choice, diversity, flexibility
With a choice of three investment menus, Infinity gives you the flexibility and control to tailor a solution to meet your clients’ unique needs.
Infinity managed investment menus give you access to an extensive range of managed investments and shares, the choice between 2 competitive cash offerings, and the flexibility to change and mix your clients’ investments as their needs grow and change.
Providing a simple low-cost core offer, which meets the needs of clients with specific needs and lower balances, the Core menu offers a range of Advance Diversified Multi-Blend Funds. Advance brings a wealth of talent and experience, consistently delivering top quartile performance from these multi blend funds.
The Advance multi-manager funds are the preferred option for diversification, ensuring the Core menu offers diversified portfolios to suit clients with all risk tolerances.
BlackRock Index Funds provide the lowest cost option for clients. BlackRock’s experience of managing index strategies stretches back to the first index strategy in the 1970s.
The Advance and BlackRock managed funds are also available on the Select and Full menus.
Infinity Core offers access to Advance, the 2011 Financial Review Smart Investor Fund Manager of the Year. Other recent accolades include being winners of the Multi- Sector Conservative category for the Advance Defensive Multi-Blend Fund and the Multi-Sector Growth category for the Advance Balanced Multi-Blend Fund. They’ve been been awarded 5 apples from Chant West and their Multi-Blend Funds are rated ‘Highly recommended’ by Lonsec – the highest rating available.
If you need access to a broader investment menu, the Select investment menu offers a range of over 80 diversified managed investments for 0.15% on top of the Core administration fee. These funds cover all asset classes to enable you to increase the diversification of your clients’ investments.
The funds on the Select menu are also available in the Full menu.
If you’d like access to the full eWRAP investment menu, it’s available for an additional 0.20% on top of the Core administration fee. The full menu gives access to over 400 managed funds with a range of fund managers and multiple options for each asset class. The full menu also includes specialist funds that allow you to provide the best possible investment recommendations to your clients. All new fund additions and closures to the Asgard eWRAP menu are automatically reflected on the Infinity Full menu.