Separately Managed Portfolios

Peak Smaller Companies
Peak Income
Peak Industrial Growth
Peak Australian High Growth

Peak Income Model 

The Peak Income Model is a portfolio constructed of higher yielding Australian shares. It aims to provide investors with a stable income stream with diversification benefits to reduce risk.

The Peak Investment Partners Income Model is a separately managed account (SMA) actively managed by Peak Investment Partners (Peak). SMAs are professionally managed portfolios of direct shares where the investor receives beneficial ownership of the underlying securities.

monthly Performance Report

Portfolio Details

Model Inception

18/06/2006

Benchmark

S&P/ ASX 300 Accumulation Index

Number of Stocks

15 - 30

Investment Horizon

Over 5 years

Authorised Investments

Australian Shares & Cash

Investor Profile

The Income Model is designed for investors who:

Seek a tax effective income stream with some capital growth

Have a medium to long-term investment horizon

Accept the risk of significant share price fluctuations

Performance

Performance to
April 30, 2024

Past performance is not a reliable indicator of future performance. While returns above and the chart below are from the model portfolio within Praemium before fees. They are not the actual performance but indicative of the portfolio performance in Praemium before fees.

© 2021 Peak 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 Services 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 Peak Financial Services Guide for information regarding the Smaller Companies Model Portfolio.