A portfolio of some of the best known Australian companies giving investors high income and strong capital growth.
The portfolio aims to provide investors with investment income and capital growth in excess of the S&P/ASX 200 Accumulation Index over the minimum investment timeframe from investment in a portfolio of shares from Australia’s largest 200 ASX listed companies by market capitalisation. The portfolio invests in 10 to 30 Australian shares that have been selected via a quantitative and qualitative screening process.
These companies 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, potential investments 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 exceeds the benchmark. This process aims to short list companies that are transparent and easy to understand, run by good management, priced below their valuation, and display attractive growth prospects.