High-conviction growth portfolio targeting regular, sustainable capital growth over 3–5 years through a diversified mix of equities and cash, with disciplined risk management.
Executive summary and key highlights
5-Year Return (p.a.)
Maximum drawdown
Sharpe ratio
Track record
High-conviction growth portfolio targeting regular, sustainable capital growth over 3–5 years through a diversified mix of equities and cash, with disciplined risk management.
Objective
Achieve regular and sustainable capital growth over the long term (3–5 years) using a diversified portfolio of asset classes and investment strategies. The strategy accepts a higher level of risk in pursuit of higher returns.
Investment Approach
Combines quantitative and qualitative analysis to identify asset classes, markets, sectors and securities that prioritise capital growth over income. Portfolio construction is guided by macroeconomic and thematic insights.
Portfolio Composition
A diversified mix of Australian and global equities, debt securities, precious and critical metals, cash, and alternative strategies (including ETFs and managed funds). The portfolio is reviewed regularly to ensure it remains aligned with growth objectives across varying market conditions. Risk management sits at the core, supporting long-term growth while helping to cushion against market downturns.
Holdings & Exposure
Typically, 20–40 securities with a maximum exposure of 10% per instrument.
Asset Allocation Ranges
Strategic mix: ~80% growth assets and 20% defensive assets.
Annual management fee charged on assets under management
No performance fees charged
Direct trading costs passed through at cost
No entry or exit fees
Companies with sustainable competitive advantages and strong management teams
Disciplined position sizing and diversification to protect capital
Patient capital allocation focused on compounding returns over time
Speak with our investment team to discuss how this portfolio aligns with your financial objectives.