Objective

To outperform the S&P/ASX200 Accumulation Index. 6 year suggested minimum timeframe.

Investment Strategy

An actively managed and concentrated portfolio consisting of ASX-listed stocks. The portfolio focuses on companies with competitive advantages, market prices offering a margin of safety and a sustainable dividend yield above the benchmark, including franking credits. This combination of factors helps to preserve capital and reduce volatility in various market environments. Total return will tend to be driven more by income than capital appreciation, although both are of course desirable.

Typical Investor

Investors seeking a reliable, above-market average income yield with moderate long term capital growth relative to that of the performance benchmark.

Model Management Fee

0.65%pa