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Portfolios
The choice is yours
Depending on your individual financial goals and risk level, we offer three investment portfolios to choose from.
Other information
Management fee
Minimum initial investment
Indicative number of holdings
Indicative model portfolio turnover
Authorised investments
Investment strategy & approach
0.80% p.a.
$20,000
15 - 30
15% p.a.
Managed Funds, ETF’s, LIC’s, LIT’s, ETMF’s and other ASX listed managed funds.
The macro-economic view drives how we allocate capital into a diverse portfolio of quality investments. A sound balance of investment styles is employed to capture returns. All active portfolio positions are assessed for Environmental, Social, and Governance considerations.
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FAQ.
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