Camori Investments has a unique investment approach designed to be lower risk than standard superannuation funds with the potential for greater returns.
Funds are allocated with various wholesale managed funds including fixed income, bonds, defensive and growth funds. Our allocation is towards high return fixed income accounts to stabilise returns and lower risk.
Below we have outlined just three examples of funds we can provide for our clients. If you would like to discuss your individual situation and which fund would work best for you, please book a call back from one of our specialists.
If you would like to discuss your individual situation and which fund would work best for you, please book a call back with a Camori Investments Superannuation specialists.
Current 5 year average return as at 30 June 2016 (AUD) 6.88%
Fund Objective – The fund aims to provide exposure to global credit markets and to generate income with some potential for capital growth over the medium to long term. The fund aims to outperform its composite benchmark over the suggested minimum investment timeframe. The fund is actively managed and focused on generating stable investment income by providing a diversified exposure to domestic and global credit markets while managing interest rate risk and currency risk.
Investment Process – The objective of the fund is to provide investors with a diversified exposure to high-yield investments in the fixed income and hybrid (debt/equity) markets, capable of generating income with some potential for capital growth over the medium to long term, with less inherent capital risk than equities.
We aim to generate income returns that consistently exceed returns available from both traditional cash and Australian fixed income investments over the suggested investment time frame (three to five years). The fund’s exposure to interest rates will be greater than a cash portfolio but lower than the UBSA Composite Bond Index.
Current 5 year average return as at 30 June 2016 (AUD) 26.91%
Fund Objective – Smallco invests mostly in smaller Australian listed companies, but may invest up to 20% of the fund in larger Australian listed companies and some cash. The manager classifies a smaller Australian listed company as a company outside the S&P/ASX 100 Index at the time the fund makes its initial investment.
Investment Process – Smallco actively looks for high quality, smaller companies with share prices that are significantly less than what it considers to be the true underlying value of the shares.
The manager actively manages the assets of the fund, selecting individual stocks with an emphasis on achieving growth in the value of the fund and aiming to achieve some income.