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Comprehensive Investment Program

Work with Spark Asset Management to get access to our investment portfolios, powered by Activam.

Asset Management

Investment Philosophy

Our investment philosophy is to achieve a desired growth and return (combining tenets of quality and yield) in the value of investor assets consistent with their risk appetite that is sufficient to preserve the inflation-adjusted purchasing power of the assets over the long term.

Our goal is to help deliver the highest level of sophisticated investment advice; objective fund manager, economic and capital markets research; and asset allocation advice. Whatever your investment requirements, we’ll work closely with you to help you achieve them.

We have partnered with Activam as our investment manager to deliver professionally managed portfolios to our Advisors and their clients.

Key Research Guidelines

  • Our recommendations are independent without bias and conflicts.
  • Our fund manager / investment product research process is highly disciplined and consistently applied, allowing us to objectively compare strengths and weaknesses across managers and solutions of similar styles and philosophies.
  • We have access to one of the industry’s largest databases of manager analytics and investment statistics, which includes information on more than 1,500 investment strategies.
  • Fund managers or investment product manufacturers may be removed from our approved list, if they have strayed from their original mandate or experienced significant changes to their management or operations.

We deliver separately managed accounts through North & BT

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Income Portfolio

Investment Objective:

The Income Portfolio aims to drive income generation across a diversified base of asset classes. Suitable for investors seeking a diversified portfolio with an income focus and have a medium-term investment horizon.

Who Is This Suitable For?

Investors seeking a diversified portfolio with an income focus and have a medium term investment horizon. The portfolio is suitable for those with a medium risk tolerance who can accept some volatility with their investment.

Asset Class Mix:

70% defensive (fixed interest, cash)

30% growth (equities, alternatives)

Target Returns:

3% per annum before fees over rolling 10-year periods

Risk Level:

Moderate

Suggested Timeframe:

4 years+

Balanced Portfolio

Investment Objective:

The Balanced Portfolio seeks to provide optimal capital efficiency over a long-term horizon. It has ran exposure to both growth and defensive assets but with biases towards growth.

Who Is This Suitable For?

Investors seeking a diversified portfolio weighted towards growth assets and have a medium term investment horizon. The portfolio is suitable to those with a medium to high risk tolerance and who can accept a greater level of market volatility.

Asset Class Mix:

50% defensive (fixed interest, cash)

50% growth (equities, property, alternatives)

Target Returns:

4%-6% per annum before fees over rolling 10-year periods

Risk Level:

Medium To High

Suggested Timeframe:

5 years+

Growth Portfolio

Investment Objective:

The Growth Portfolio seeks to provide optimal capital efficiency over a long-term horizon. The portfolio focuses predominantly on capital growth with exposures weighted to growth assets, along with some exposure to defensive assets.

Who Is This Suitable For?

Investors seeking capital growth and have a medium to long-term investment horizon. The portfolio is suitable for those with a high-risk tolerance and who can accept high levels of volatility.

Asset Class Mix:

30% defensive (fixed interest, cash)

70% growth (equities, property, alternatives)

Target Returns:

5%-7% per annum before fees over rolling 10-year periods

Risk Level:

High

Suggested Timeframe:

7 years+

High Growth Portfolio

Investment Objective:

The High Growth portfolio seeks to provide optimal capital efficiency over a long-term horizon. The portfolio focuses on capital growth over the long term.

Who Is This Suitable For?

Investors seeking high levels of capital growth and have a long-term investment horizon. The portfolio is suitable for those with a high-risk tolerance and who can accept high levels of volatility.

Asset Class Mix:

10% defensive (fixed interest, cash)

90% growth (equities, property, alternatives)

Target Returns:

7%-9% per annum before fees over rolling 10-year periods

Risk Level:

High

Suggested Timeframe:

7 years+

Explore our portfolios today and begin growing your wealth for a better future.

Contact Us

It All Starts With a Spark.

Spark Financial Group Offices

Melbourne

243 Bay Street,
Brighton VIC 3186

Brisbane

Suite 4, Level 5,
97 Creek Street,
Brisbane QLD 4000

Sydney

Level 35, Tower One,
100 Barangaroo Avenue,
Sydney NSW 2000

Contact

1300 974 947 info@sparkfg.com.au

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Our Profit for Purpose entity, Spark Partnership Group Holdings Pty Ltd ABN 88 639 410 932, has subsidiaries; Axies Pty Ltd ABN 38 136 704 446 (AFSL No. 339384), Spark Advisors Australia Pty Ltd ABN 34 122 486 935 (AFSL No. 380552), Spark Financial Group Pty Ltd ABN 15 621 553 786, Spark Shared Services Pty Ltd ABN 78 687 898 853, Spark Fintech Pty Ltd ABN 85 685 755 533 & Spark AFSL Solutions Pty Ltd ABN 17 695 654 696 t/as Licensee Foundations.

Spark Corporate Authorised Representatives are authorised through Axies Pty Ltd ABN 38 136 704 446 (AFSL No. 339384) & Spark Advisors Australia Pty Ltd ABN 34 122 486 935 (AFSL No. 380552), and are not, profit for purpose entities.

This website contains general advice only. We have not taken your individual circumstances, financial objectives or needs into account when preparing it. Before taking any action, You should consider whether it is appropriate for your circumstances and seek professional financial advice where appropriate. Its contents are based on information obtained from sources believed to be reliable, but we make no representation and accept no responsibility or liability to its completeness or accuracy. If the advice relates to acquiring a particular financial product, you should obtain and consider the Product Disclosure Statement (PDS) and Target Market Determination (TMD) for that product before making any decisions.

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