Solutions

Equities

Providing clients with best-in-class, diverse set of equity solutions.

Our global scale and resources allow us to examine thousands of global equity funds, identifying best of breed global managers across a range of equity investing styles, strategies, geographies and sector specialisations.

Our portfolio construction approach centres on diversification, risk management and drawdown control, often using indirect hedges against equity risk. This allows our equity portfolios to maximise the risk-adjusted value of each dollar invested.  

Global Equities

Australian Equities

CGWM Diversified Equities Portfolio
is suitable for investors looking
for a core global equity portfolio,
capable of capturing multiple sources
of excess returns generated from 
various investment styles and
exposures. Learn more

Through the use of in-house Australian
equity portfolios, we are able create and
run portfolios that have historically
generated excess returns over
domestic Australian benchmarks,
while producing superior
risk-adjusted performance
for our clients. Learn more

Multi-Asset

Providing robust multi-asset solutions capable of performing across a broad range of market environments.
Learn more. 

Multi-Asset Conservative 
Portfolio [MAC]

Multi-Asset Balanced 
Portfolio Factsheet [MAB]

Multi-Asset Growth 
Portfolio Factsheet [MAG]

CGWM MAC is suitable for investors
looking for a substitute to existing
fixed income investments, or a
lower risk option to equities.
Learn more

CGWM MAB is suitable for investors
looking for a core portfolio holding
with consistent and attractive
return potential, with controlled
market risk (beta) and low volatility
relative to equities. 
Learn more

CGWM MAC is suitable for investors
looking for a substitute to existing
equity investments, with moderate
correlation to traditional asset classes,
controlled market risk (beta) and low
volatility relative to equities. 
Learn more