What is in the model portfolio?
A dynamic ETF mix to cover Aussie Equities and Equities Bear exposures. The model allows the investor to get the Aussie market exposure adjusted for macro/market risk.
Investment strategy?
Vertically integrated data-driven structured investment process to deliver risk-managed outperformance within the model portfolio parameters.
What are the investment expectations?
Sustainable long-term stable performance with managed volatility and downside protection.
Why this model portfolio?
• Low diversification potential
• Medium risk management
• Low turnover
• High liquid holdings
• High single-digit returns over the long term
• Benchmark S&P 300
Historical model performance
Performance analysis excludes dividends and transaction costs.