A diversified portfolio protecting capital and generating income.
The model provides an actively managed diversified portfolio with a strategic allocation of 30% in growth assets and 70% 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.