- Robert Mead
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The High Conviction equities portfolio will typically hold 10-20 ASX listed equities with no index restrictions.
The Growth Equities portfolio will typically hold 20-35 ASX listed equities.
The Balanced Equities portfolio will typically hold 20-35 ASX listed equities.
The High Conviction equities portfolio will typically hold 10-20 ASX listed equities with no index restrictions. Typical starting weight up to 5%, target maximum position 10%.
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The Growth Equities portfolio will typically hold 20-35 ASX listed equities. Top 200 and cash represent at least 75% and Ex-200 25%.
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The Balanced Equities portfolio will typically hold 20-35 ASX listed equities. Top 200 and cash represent at least 85% and Ex-200 15%.
Read MoreOur objective is to maximise returns for investors through fundamental industry and company research and active portfolio management. Endeavor has over 100 years of combined industry experience.
The rolling one year return is 20.4% and the portfolio is up 233.2% since incept..
The rolling one year return is 15.1% and the portfolio is up 162.7% since incept..
The rolling one year return is 13.2% and the portfolio is up 159.6% since incept..
The rolling one year return is 22.2% and the portfolio is up 243.1% since incept..
The rolling one year return is 16.4% and the portfolio is up 162.3% since incept..
The rolling one year return is 11.3% and the portfolio is up 157.8% since incept..
