Australian Equities Portfolio

Direct Equities

Summary:

The portfolio aims to achieve a return in excess of the Benchmark over a rolling 7-year period, after fees.

This portfolio may suit investors seeking both income and capital growth from a diversified portfolio of high quality companies.

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Performance:

13

P.A.

Benchmark: S&P/ASX100 Total Return Index (net)

Key Information:

  • Inception date: 30th September 2025
  • Timeframe: 7 years +

Portfolio Strategy:

The portfolio invests in stocks primarily chosen from the Benchmark and will typically hold between 15 and 30 stocks. It focuses on providing an appropriately diversified exposure to the highest quality companies from within the investment universe in a risk adjusted manner.

The strategy takes a long-term approach to investing which acts to lower portfolio turnover.

Asset Allocation

100% Growth / 0%Defensive

Typical Holdings

No. of holdings

25

Minimum number of assets

15

Maximum number of assets

30

Minimum Absolute Asset Position %

1%

Maximum Absolute Asset Position %

10%

Minimum Initial Asset Weight %

2%

Minimum active asset weight change %

0.50%

Portfolio Managers

Our team has decades of experience in Australian multi-asset portfolio management, combining seasoned judgment with adviser-aligned expertise.

Tim Schroeders
salita-Tim-Schroders
Tim Schroeders

Tim Schroeders

Senior Portfolio Manager
Sean Webster
salita-Sean-Webster
Sean Webster

Sean Webster

Head of Research Services & Senior Portfolio Manager

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