INVESTMENT SUITE
PEARL MANAGED PORTFOLIOS
Pearl offers access to a range of bespoke Managed Portfolios designed by Pearl, a specialist managed portfolio provider.
Pearl Wealth Solutions brings together the seamless fusion of Pearl’s advanced Wealth Platform, model of model Managed Portfolios and investment management capabilities that helps advisers to win the client value equation and build scaleable, compliant and profitable businesses.
SECTOR
Pearl Sector Portfolios
Select a sector portfolio specialising in Australian equities or international equities
Please contact us for a full set of disclosure documents relating to these investments.
Pearl International Share
Mid to large cap global equities
0.77
ASX Listed Securities
ASX Listed ETFs
Pearl Australian Share
0.77
ASX ex-100 shares with market cap $100m+
Pearl Emerging Leaders
0.77
Bonds, ETFs & Fixed Interest
Pearl Income
0.77
Fee % p.a.
Model
Investments
MULTI-ASSET
Pearl Multi-Asset Portfolios
Select a diversified portfolio with multiple asset classes, including managed funds, Australian equities, global equities, ETFs, diversified property and fixed interest.
Please contact us for a full set of disclosure documents relating to these investments.
Model
Defensive
Growth
Target
Pearl Conservative
60%
40%
+2%
Pearl Balanced
40%
60%
+2-3%
Pearl Growth
20%
80%
+3%
Pearl High Growth
10%
90%
+5%
Fee % p.a.
0.66
0.77
0.77
0.88
The Pearl Investment Suite
A truly holistic suite of investment options to deliver exceptional client wealth outcomes, practice efficiency, sustainable profit and value.
From bespoke retail SMAs and ETFs, to to specialised/ exclusive wholesale MIS (Founders Fund and High Yield Fund) and highly-innovative Early Stage Venture Capital Limited Partnerships (ESVCLPs), Pearl provides a true full universe of investment options for advice practices to construct bespoke investment portfolios to suit each client, while maintaining scalability.
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An individual portfolio of direct equities with Pearl’s professional investment management
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Providing wholesale investors access to some of the innovative investment strategies and philosophies that sit at the core of the Pearl approach.
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Pearl’s Early Stage Venture Capital Limited Partnership, open to wholesale and sophisticated investors.
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Pearl’s bespoke investment offerings designed specifically to align with the Significant Investor and Premium Investor foreign investment Visa frameworks.
Insights
Pearl’s latest thinking on investing, wealth creation and industry news.
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