A diversified portfolio taking advantage of all market cycles.
The model seeks to provide a combination of capital growth and income over the medium to long term through investing in an actively managed diversified portfolio with a strategic allocation of 60% in growth assets and 40% in defensive assets.
The manager uses tactical asset allocation within pre-defined ranges as a key contributor to the manager’s investment objective and core philosophy of minimising portfolio volatility. Underlying exposures will consist of direct Australian equities, managed funds and exchange traded products.
Portfolio construction is based on the manager’s macroeconomic views and direct security selection is undertaken using a fundamental valuation approach.