Ausbiz Capital Momentum Portfolios
An investment strategy for all investors, choose Your Ideal Portfolio Strategy
Our Investment Strategies
Empower your financial future with our three expertly curated model portfolios, each designed to align with diverse investment goals, risk levels, and growth strategies. Whether you're seeking steady income, balanced growth, or aggressive returns, select the portfolio that resonates with your vision below and dive deeper into its performance, holdings, and potential.......
Growth
Portfolio
Annualised Return
17.43%*
(25 years backtested)
Aims to capture explosive growth with a diversified portfolio of S&P All Ordinaries stocks outside the S&P/ASX 200. This strategy targets companies in early growth stages, paired with disciplined risk management that is designed to reduce capital losses during market volatility.
Balanced
Portfolio
Annualised Return
14.93%*
(25 years backtested)
Invest in a select portfolio of S&P/ASX 200 companies chosen for strong price momentum. Our quantitative approach identifies top performers while dynamically adjusting risk during market downturns, aiming to deliver superior risk-adjusted returns over a full market cycle.
Income
Portfolio
Annualised Return
11.67%*
(25 years backtested)
This strategy aims to generate consistent income with high-yield S&P/ASX 200 stocks that also offer strong capital growth. Using both fundamental and technical filters, this portfolio aims to deliver an average yield exceeding 4% annually, supported by proactive risk management.
* Annualised return figures are based on 25 years backtesting against historical data. Past results are not indicative of future results.