Portfolio Overview

Blended Australian Equities Portfolio

Australian Equities Income Portfolio

The portfolio seeks to generate long-term capital appreciation by investing in Australian listed equities. The portfolio aims to do so with lower volatility and greater downside protection relative to the S&P/ASX 200 Accumlation Index benchmark.  The portfolio seeks to generate steady and predictable growth in dividends over the longer term by investing in Australian listed equities. The portfolio aims to do so with lower volatility greater downside protection relative to the S&P/ASX 200 Accumulation Index benchmark. 
   
Factsheet Factsheet
Blended FS Oct
Income FS Oct
Quarterly Newsletter Quarterly Newsletter
Blended Q4 Income Q4