Portfolios & Performance

312%
312%

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

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243%
243%

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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209%
209%

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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60.8%
60.8%

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

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29.9%
29.9%

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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3.97%
3.97%

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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Our Insights

Endeavor Market Update - January 2021
Endeavor Market Update - January 2021

The 10 year p/a return is 14.9% (High Conviction), 12.4% (Growth) and 11.2% (Bal..

Endeavor Market Update - February 2021
Endeavor Market Update - February 2021

The 10 year p/a return is 14.5% (High Conviction), 12.3% (Growth) and 11.3% (Bal..

Endeavor Market Update - October 2020
Endeavor Market Update - October 2020

The 10 year p/a return is 13.8% (High Conviction), 11.3% (Growth) and 10.3% (Bal..

Endeavor Market Update - November 2020
Endeavor Market Update - November 2020

The 10 year p/a return is 14.9% (High Conviction), 12.5% (Growth) and 11.3% (Bal..

Endeavor Market Update - December 2020
Endeavor Market Update - December 2020

The 10 year p/a return is 15.0% (High Conviction), 12.5% (Growth) and 11.2% (Bal..