Balancing Investments

“Flexibility to choose from a range of fixed income and property funds.”

*Target Returns, net of Management Fees but before any applicable administrative fees and taxes. Returns are indicative only, past performance does not predict future returns.

ELIGIBLE INVESTMENTS

  • Australian bank deposits (up to 20% of fund assets)
  • Equity or bonds issued by Australian listed companies
  • Australian commercial real estate

INVESTMENT OBJECTIVE

  • Preservation of capital and providing investors with a stable and fixed return
  • Conservative options such as bonds and commercial property
  • Interest paid quarterly to your account

AUSTRALIAN DIVERSIFIED FIXED INCOME & CREDIT FUND

“A diversified portfolio of high-quality income-producing debt and hybrid capital
securities”

Commercial property fund

Target fund positioning

*Target returns are net of management fees but before applicable administration fees and taxes. Returns are indicative only and not guaranteed. Past performance does not predict future returns. Investors should review and consider the risks stated in the information memorandum, including market and liquidity risks.

Market leading solutions for Australia’s 188B/C Visa

Properties and Bonds

“With the balancing portion of the invested funds, there is a greater opportunity to invest in a more diverse range of investments. We are happy to explore all options further.“

Testimonials

"have been fantastic in assisting us with achieving our migration to Australia. From the initial conversation where everything was explained in detail to all the follow up support, especially through the difficult global pandemic situation. Thank you so much for helping our family realise our dream!”
James Lambert
“I can't thank them enough for rendering fantastic support, help and service throughout our journey from application to the visa being granted and beyond . They were providing plenty of support during all my anxious times and also steered our steps extremely efficiently and professionally.. I owe a lot to them.”
Kavita Moderna
“An outstanding company to deal with from initial contact through to PR visa grant. Our advisor was accessible, knowledgable and proactive. His advice was timely and sound. We cannot recommend this company more highly. They delivered for us in spite of a global pandemic. Altogether outstanding.”
Martin Keeling
"A massive thank you to the team at Sterling migration. We finally got our visa grant and could not have done it without your help. Alex & Penny worked extremely hard to get us over the line and helped at every stage of our journey. Thank you"
Mark Howes
"My wife and I applied for Australian Business Class Visas using Sterling Migration. Although the process was a bit more challenging than expected due to the COVID pandemic Sterling guided us along the way and we were successful in getting our visas. Very professional service."
Richard Reid
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