Portfolios & Performance

349%
349%

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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263%
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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234%
234%

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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61%
61%

The Hedge portfolio will hold between 15-25 global listed equities.

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36%
36%

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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7.73%
7.73%

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.

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