A diversified portfolio taking advantage of all market cycles.
The model seeks to provide a high level of capital growth through investing in an actively managed diversified portfolio with a strategic allocation of 80% in growth assets and 20% 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.