We understand that managing your own portfolio of stocks can be daunting, risky, challenging and time consuming. Peak Invest eliminates those concerns by allowing you to invest your money into one of our core model portfolios. You have the choice to decide which portfolio style and risk suits you best while we manage the asset allocation and portfolio composition. Our portfolios are designed to invest in high-quality companies of the future which have the capability of outperforming the broader market.
Our Investment Approach
Peak's investment methodology involves identifying long-term secular trends with decade-long growth pathways. Using a top-down approach, Peak endeavours to identify industry leaders that will produce above market returns.
Peak has identified the following market trends of great importance and will continue to monitor macroeconomic conditions to help guide our overall investment approach.
Consumer behavioral changes continue to drive demand for a greener tomorrow
Technology continues to drive exponential progress in all industries
An aging and developing global population will change consumer's health needs and spending habits
Benefits to you:
Instant exposure to a variety uncorrelated assets
Providing updates on your portfolio, markets, and macroeconomic trends
No hidden fees or costs and full disclosure on the shares you own
Easily deposit or withdraw at your discretion
Ability to monitor your portfolio 24/7 via the online portal or App
The Peak Australian Growth model provides investors with exposure to ASX 300 listed Equities. The fund seeks to maximize long-term returns by identifying value opportunities in high growth companies.
This portfolio is designed for individuals seeking higher levels of capital growth.
BHP - 6.5%
CBA - 5.6%
MQG - 5.8%
GMG - 5.2%
WOW - 4.9%
The Peak Global Growth model provides investors with exposure to global markets and seeks to maximise long-term returns by identifying companies exposed to growth focused investment trends.
In general, this portfolio is designed for an investor with a high tolerance for risk and a long term investment time horizon.
MSFT - 3.5% Start Investing
AAPL - 3.2%
AMZN - 2.2%
NVDA - 2.0%
MQG - 2.0%
The Peak Emerging Companies model provides investors with exposure to small and mid-cap companies listed on the ASX (ex-Top 50). The portfolio seeks to identify future industry leaders of secular growth trends to maximise long-term returns.
This portfolio is suitable for investors with a high risk tolerance and have a long-term investment time horizon.
IEL - 7.0%
ALU - 5.5%
TNE - 5.0%
LIC - 5.0%
JLG - 5.0%
Peak Invest is distributed by Peak Investment Partners Pty Ltd, ACN 109 434 880, Authorised representative of Peak Investment Holdings Pty Ltd AFSL 304008. It is administered by OpenInvest Limited ACN 614 587 183 via the OpenInvest Portfolio Service ARSN 628 156 052. This website provides factual information about the service, and any general advice contained therein does not take into account your personal objectives, financial situation or needs. Before making any investment decision, please review the Product Disclosure Statement and Target Market Determination available at https://www.peak.openwealth.net.au/key-documents/. Should you require assistance in determining whether an investment in the service is right for you, you may wish to seek personal advice from an appropriately licensed financial adviser.