Not all investments are the same. While all investments must be held within a Compliant Investment Framework for the 188 visa stream. Investors may choose the type of investments they would prefer.

Flexible portfolio compositions tailored to an investor’s risk profile are created to match their requirements.

188 EMERGING COMPANIES FUND

Diversified by fund manager and style via blended portfolio outcome

Emerging companies trusts

188 EMERGING COMPANIES TRUST – MULTI-MANAGER GROWTH PORTFOLIO

10%*p.a. Target Return

*Net of fees and indicative only, past performance does not predict future returns.

Growth

- Provide capital appreciation through investing in undervalued or high growth companies on an Australian Stock Exchange.
- Physical holding of 4 funds with underlying exposure to 50-100 ASX listed & unlisted companies shares with a market capitalisation of less than A$500m.

Institutional Manager

- Multi-Manager equities fund provides access to some of Australia’s Leading funds management firms.
- Manager performance is reviews continually and may vary exposures in underlying funds at our discretional, and ensure 188B/C compliance.

*Target returns, net of fees and indicative only, based on long-term equity market return. Past performance does not predict future returns.

188 COMPLIANT CAPITAL STABLE FUND

Provide capital stability through investing in low volatility Australian Securities

Emerging companies trusts

188 ECT CAPITAL STABLE FUND
1% - 5%*p.a. Target Return

**Returns are not guaranteed.

Stability Mechanism

- Investment portfolio is constructed to provide capital stability over a four year investment period.
- With less upside participation but significantly lower downside risk than the wider stock market.

Diversified Portfolio

- Holding of 20-50 qualifying emerging companies investments.
- Portfolio is composed of a diversified array of low volatility securities and cash deposits.

THE ACCOUNT STRUCTURE

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

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ELIGIBLE INVESTMENTS

  • Australian bank deposits (up to 20% of fund assets)
  • Diversified Multi-Manager approach using high quality 188B/C complying funds
  • Managed funds (open or close-end) or Listed Investment Companies
  • More than 20 Securities unquoted and quoted on an Australian stock exchange with <$500m market capitalisation with high volatility expected
  • Actively consider and manage the risks in our portfolio

INVESTMENT OBJECTIVE

  • Growth: Provide capital appreciation through investing in undervalued or high growth securities
  • Capital Stable: Provide capital stability through investing in low volatility securities
  • Investors should anticipate moderate volatility of returns from year to year depending on the economy

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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