Australian Share Leaders Portfolio

The VIP Australian Shares Leaders portfolio aims to provide investors with investment income and capital growth in excess of the S&P/ASX 200 Accumulation Index over the over the long term from investment in a portfolio of shares from Australia’s largest 200 ASX listed companies by market capitalisation. The portfolio invests in 15 to 30 Australian shares within the S&P/ASX 200 Index that have been selected via a quantitative and qualitative screening process. These potential companies then must align with the macroeconomic themes identified by our team of analysts and independent advisers to invest in companies that benefit from future economic headwinds. Finally, the potential investment are screened by risk models to ensure that diversification is maintained and investors are not exposed to unexpected levels of risk in order to generate a return which exceed the benchmark. This process aims to short list companies that are transparent and easy to understandrun by good managementpriced below their valuation, &, display attractive growth prospects.

Investor Suitability

The VIP Australian Shares Leaders portfolio is suitable for investors who:

  • Are seeking long term capital growth and some income, primarily of franked dividends, from a portfolio of large and mid-size Australian shares.
  • Are prepared to accept the risk of price fluctuations particularly over periods less than the minimum investment timeframe.
  • Are prepared to invest for the minimum investment time frame of between 5 and 7 years and understand that capital preservation is not guaranteed.

Portfolio Literature

Portfolio Characteristics

Indicative Asset Allocation

95% Australian Shares & 5% Cash

The VIP Australian Share Leaders portfolio has the capacity to invest between 0% - 98% in Australian Equities and 2% - 100% in cash. Although the Investment Committee aims to be fully invested in Australian equity securities the portfolio can hold up to 100% cash in order to properly de-risk the portfolio in cases of severe market corrections.

Portfolio Details