Hedged Equities Portfolio

Performance October QuarterYearInception (Apr 19)
Hedged Portfolio0.4% 9.1%25.7%48.1%
MSCI World All Cap AUD Hedged-1.5%-0.7%-2.6%5.1%
Outperformance1.9%9.8% 28.3%43.0%
  • Hedged Equities Portfolio
  • MSCI World Total Return (AUD)

Portfolio Construction

The Hedged Portfolio will typically hold 15-25 global, high quality companies.

Portfolio Construction

The Hedged Portfolio will typically hold 15-25 global, high quality companies.

Portfolio Construction

The Hedged Portfolio will typically hold 15-25 global, high quality companies.

Investment Objective

Maximise investment returns through fundamental company research, active portfolio management and downside protection.

Investment Objective

Maximise investment returns through fundamental company research, active portfolio management and downside protection.

Investment Objective

Maximise investment returns through fundamental company research, active portfolio management and downside protection.

Investment Strategy

Actively manage a portfolio of sustainable businesses with excellent management, a supportive thematic, strong growth

Investment Strategy

Actively manage a portfolio of sustainable businesses with excellent management, a supportive thematic, strong growth prospects, great business economics and a compelling valuation.

Investment Strategy

Actively manage a portfolio of sustainable businesses with excellent management, a supportive thematic, strong growth prospects, great business economics and a compelling valuation.

Monthly Newsletter

October 2020
September 2020
August 2020
July 2020
June 2020