Endeavor Asset Management

High Conviction Equities

The High Conviction equities portfolio will typically hold 15-25 ASX listed equities with no index restrictions.
Growth Equities

The Growth Equities portfolio will typically hold 20-35 ASX listed equities.
Balanced Equities

The Balanced Equities portfolio will typically hold 20-35 ASX listed equities.
Hedge Equities Portfolio

The Hedge portfolio will hold between 15-25 global listed equities.
Long Only (Ex100) 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.
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.

316.6%

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 pos

245.3%

The Growth Equities portfolio will typically hold 20-35 ASX listed equities. Top 200 and cash represent at least 75% and Ex-200 25%.

214.2%

The Balanced Equities portfolio will typically hold 20-35 ASX listed equities. Top 200 and cash represent at least 85% and Ex-200 15%.

56.1%

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

28.6%

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.

5.92%

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.