Individually managed portfolios

Peak portfolio managers offer clients both domestic and overseas experience with the managers having worked in the UK, US and Hong Kong, in addition to Australia.

Peak offers clients a bespoke portfolio based on their desired return, any particular needs they have and, most importantly, their individual risk profile.

Clients have direct access to the portfolio managers – those who make the investment decisions on the clients’ behalf.

Clients end up with a tailor-made portfolio reflective of the above benefits. They have a portfolio of direct stocks, which is more effective than managed funds. And they receive full reporting on a continuous basis via Praemium.

Quarterly Performance Report

Portfolio Details

Direct Securities

Direct Australian equities, Australian hybrid income securities and international equities.

Our Clients

High-net-worth Individuals, family trusts, self-managed super funds, companies & not for profits.

Portfolio Services

Your own designed Portfolio ‘IMA’
> $1 Million through Peak.

"Peak’s wealth of investment experience, in both domestic and international settings, has me confident in their ability to accomplish my goals."
Peak Client

Benefits of Peak’s IMA portfolio services

Peak specialises in managing portfolios that are individually designed according to your specific needs and risks. They provide:

  • Peace of mind through a strong relationship with and access to your portfolio manager
  • A focus on maximising after-tax returns
  • Proactive management of your portfolio
  • Enhanced returns through a stock selection process based on insightful research
  • Continuous secure online access to your portfolio
  • Quarterly reviews to track the return on your portfolio.

Privately owned portfolio management company

  • Peak established in 2003 providing individually managed accounts (IMAs)
  • Strong relationship with over 260 families with over 320 individual portfolios 
  • Portfolios under management of over $800m 

Investment solutions for you

  • Personal service with direct access to your own portfolio management team 
  • Establish and manage your own individual portfolio
  • Achieve after-tax returns that meet your investment goals

How we construct IMA portfolios

Following a detailed review covering your investment objectives and risk tolerance, Peak will prepare an investment mandate for your approval. The investment strategy, risk analysis and sector themes are derived from Peak’s research process.

Individual portfolios are constructed from securities selected from Peak Investment Partners’ proprietary research, with portfolios under constant management and review.

How we construct Portfolios

Our portfolio services

Tactical portfolio allocation
Sector bias with positive risk-adjusted returns
Core stocks with positive risk-adjusted returns
Buy limits per stock; may be acquired in tranches
Technical perceptions on the market and stocks

Your portfolio

15-25 securities balanced between:
  • Australian financials
  • Australian resources
  • Australian industrials
  • Fixed and floating rate securities
  • International equities
  • International exchange traded funds (EFTs)
  • Cash

© 2022Peak Investment Partners Pty Ltd (ABN 12 109 434 880) is an authorised representative of Peak Investment Holdings Pty Ltd (ABN 17 118 685 993) who holds an Australian Financial Service Licence No. 304008. This document provides general information only and is not intended to be a recommendation to invest in any product or financial service mentioned above. The general information in this document has been prepared without reference to any recipient’s objectives, financial situation or needs. Before making any financial investment decisions, we recommend recipients obtain legal and taxation advice appropriate to their particular needs. Please consult the appropriate Product Disclosure Statement for information regarding the Smaller Companies Model Portfolio.