Investment Portfolios

• Exposure to top Australian companies: Invest in a diversified selection of ASX-listed stocks representing the core of the Australian economy

• Income generation: Receive regular dividend payouts from your investments, providing a steady stream of income

• Long-term growth potential: Benefit from the potential capital appreciation of Australian shares over time

This portfolio is ideal for investors who:‍

• Have a five-year or longer investment horizon

• Understand that the stock market involves inherent risks, including potential losses

• Seek a balance between growth and income from their investments

• Focus on emerging leaders: Own a select group of ASX-listed companies poised for significant expansion

• High-growth potential: Benefit from the dynamic growth often seen in emerging companies, aiming to outpace the broader market

• Active management: Experienced portfolio managers carefully select investments, leveraging their expertise to navigate market shifts

• Long-term vision: This portfolio is built for a 5+ year horizon, allowing companies time to mature and unlock their full potential

This portfolio is ideal for investors who:

• Have a higher tolerance for risk, understanding that emerging companies can be volatile

• Possess a long-term investment perspective, focusing on potential over short-term fluctuations

• Believe in the future of Australian innovation and want to be part of the next wave of success stories

• The portfolio is for investors seeking a primarily income-based return from a portfolio of quality securities issued by financially sound Australian companies

• Investors should be able to utilise franking credits in their investment portfolio and returns

• Suitable investors should be able to tolerate some investment risk

• Investors should seek to achieve expected returns over a minimum three-year horizon

• Income will be distributed to investors at the time it is paid by the companies issuing the securities

• You want to support sustainable Australian companies committed to environmental, social, and good governance practices

• You believe in companies that operate responsibly and ethically

• You seek steady income through dividends alongside potential capital appreciation

• You have a long-term investment horizon (5+ years) and understand the inherent risks of the market

Here’s what sets this portfolio apart:‍

• Responsible investing framework: Carefully selects companies that prioritise positive environmental, social, and governance impacts

• Competitive performance: Aims to outperform the S&P/ASX 100 Industrials (TR) Index over five years

• Experienced management: A team of experts navigates the market to select promising companies

• Regular income: Receive regular dividend payouts from your investments

• Global reach: Invest in larger, established companies listed in the US, UK, Europe, and developed Asia

• Complementary exposure: This portfolio complements your Australian equities holdings by targeting sectors and companies not readily available locally

• Currency diversification: Gain exposure to foreign currencies, further diversifying your investment portfolio

• Long-term growth potential: Benefit from the growth potential of established international companies over time

This portfolio is ideal for investors who:‍

• Seek to diversify their investments beyond the Australian market

• Understand the inherent risks of investing in international markets, including currency fluctuations

• Have a medium- to long-term investment horizon

• Are Australian resident taxpayers

• Diversification across asset classes: Australian and international equities, fixed income, cash, as well as property and infrastructure offer a well-rounded approach

• Balanced income and growth: Regular dividends and interest payments complement potential capital appreciation over time

• Expertly managed: Seasoned professionals actively adjust the asset allocation to seize market opportunities and optimise returns

• Moderate risk profile: This portfolio targets medium-high risk tolerance, suitable for investors comfortable with potential volatility for potentially higher returns

Is this your ideal investment strategy?‍

• Consider yourself a moderately risk-tolerant investor seeking a balance between income and growth

• Your investment horizon stretches medium- to long-term, allowing the portfolio’s strategy to unfold

• You understand that investments involve inherent risks, but aim to outperform the RBA cash rate + 2.5% over five years (net of fees)

• You acknowledge the estimated 3 in 20 chances of experiencing a negative annual return