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Our Portfolios and Returns

Quarterly Review: Stock Gains Stay in Focus, but Volatility Moves into the Frame
Quarterly Review: Stock Gains Stay in Focus, but Volatility Moves into the Frame

Quarterly Review: Stock Gains Stay in Focus, but Volatility Moves into the Frame

Quarterly Review: KEY TAKEAWAYS The S&P 500 hit record highs, while the tech-heavy Nasdaq lagged the broader market. The Fed lowered interest rates by a half percentage point, its first reduction since 2020. Small cap stocks outperformed large caps, and value stocks beat growth for

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Howzat?
Howzat?

Howzat?

Howzat? Index construction rules sometimes remind me of that old tea towel explaining the rules of cricket for Americans. “You have two sides, one out in the field and one in. Each player that's in the side that's in goes out, and when they’re out they

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Conservative
Conservative

Conservative

30% Growth Assets, 70% Defensive Assets

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Moderate Conservative
Moderate Conservative

Moderate Conservative

50% Growth Assets, 50% Defensive Assets

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Balanced
Balanced

Balanced

60% Growth Assets, 40% Defensive Assets

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Moderate Growth
Moderate Growth

Moderate Growth

70% Growth Assets, 30% Defensive Assets

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Moderate Growth Sustainability
Moderate Growth Sustainability

Moderate Growth Sustainability

70% Growth Assets, 30% Defensive Assets

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Past performance is not indicative of future performance. Your actual investment performance may vary depending on factors such as timing of your investment. All investments involve risk and you should make sure that you select a portfolio that is suitable for your long term goals. Read the general advice disclaimers before proceeding.

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Pricing Example on a $100,000 Portfolio

At Scientiam, we believe it’s important you see all the costs. Our philosophy is to make sure your costs are transparent and as reasonable as possible.

Investment

$ 69.00 Monthly
  • Investment Manager Expense $32.33
  • Reporting System Fee $13.75
  • Scientiam Portfolio Management Fee $22.92

Superannuation

$ 87.08 Monthly
  • Investment Manager Expense $32.33
  • Reporting System Fee $31.83
  • Scientiam Portfolio Management Fee $22.92