What is in the model portfolio?
A dynamic ETF mix to cover Aussie ESG, International ESG and Equities Bear exposures. The model allows the investor to get the full exposure of the implied asset allocation through each market exposure.
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?
• High diversification potential
• High-risk management
• Low turnover
• High liquid holdings
• Stable market out-performance over the long term
• Benchmark S&P 300
Historical model performance
Performance analysis excludes dividends and transaction costs.