Taking advantage of all market cycles with ethically conscious companies.
A diversified portfolio of directly and indirectly held assets having a strategic allocation of 70% in growth assets and 30% defensive assets.
The investment objective of the portfolio is to provide investors with the potential for a high level of capital growth over the medium to long term with an emphasis on growth assets over defensive assets. The underlying assets are screened via environmental, social, and governance metrics as well as comprehensive research on the underlying companies’ business models and practices in respect with these metrics.
It is designed to use tactical asset allocation within pre-defined ranges as the key contributor to the manager’s performance objective and core philosophy of minimising portfolio volatility. Underlying exposures will consist of direct Australian equities, managed funds and exchange traded products.