The High Conviction equities portfolio will typically hold 15-25 ASX listed equities with no index restrictions. Typical starting weight up to 5%, target maximum position.
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A history of strong returns
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Building future lifestyles
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We invest in good businesses run by great people
- Robert Mead
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High Conviction Equities
The High Conviction equities portfolio will typically hold 15-25 ASX listed equities with no index restrictions.
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Growth Equities
The Growth Equities portfolio will typically hold 20-35 ASX listed equities.
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Balanced Equities
The Balanced Equities portfolio will typically hold 20-35 ASX listed equities.
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Ex 100 Equities Portfolio
The Ex100 portfolio seeks to provide investors with a concentrated exposure to a high quality portfolio of listed companies outside the S&P/ASX 100.
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Enhanced Yield Portfolio
The Yield portfolio invests in investment grade issuers of hybrids and bonds with a small focused allocation to non investment grade bond ETF’s to improve returns and diversification. It targets 2% to 3% over TD rates.
273%
263%
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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236%
The Balanced Equities portfolio will typically hold 20-35 ASX listed equities. Top 200 and cash represent at least 85% and Ex-200 15%.
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5%
The Ex100 portfolio seeks to provide investors with a concentrated exposure to a high quality portfolio of listed companies outside the S&P/ASX 100.
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3.37% p.a.
The Yield portfolio invests in investment grade issuers of hybrids and bonds with a small focused allocation to non investment grade bond ETF’s to improve returns and diversification. It targets 2% to 3% over TD rates.
Read MoreEndeavor Asset Management Team
Our 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.
