Balanced Equity Management
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Balanced Equity Management - Australian Shares

Investment objectives and strategies

  • To outperform the S&P/ASX100 (excluding Listed Property Trusts) Accumulation Index over rolling three year periods.

Risk / return profile

  • High to very high.
  • Corresponding high returns.
  • Likelihood of a negative annual return in any one year: one in every two to three years.

Investment style

  • Active management style based on fundamental analysis of stocks within the S&P/ASX100 Index.

Asset mix

 

Range

Benchmark

Growth assets

 

100%

Australian property

-

100%

Defensive assets

 

0%



This investment manager may invest a proportion of this option's assets in cash for management purposes from time to time.
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