Elston Growth 85 (formerly Growth) Model Portfolio
About this Fund
Fund Detail
| PDS | https://informedinvestor.com.au/view/pds/106382-2024-04-17-02:21.pdf |
| FUND MANAGER | Elston Asset Management |
| ASX Code | |
| APIR | |
| ASSET CLASS | SEPARATELY MANAGED ACCOUNTS |
| INVESTMENT STYLE | The aim of the portfolio is to outperform the Elston Composite Growth Index, over rolling five-year periods, after fees. |
| INVESTMENT PROFILE | An actively managed diversified portfolio of securities across both growth asset classes such as Australian and international equities, property and infrastructure; and defensive oriented asset classes, such as cash and fixed interest securities |
| CURRENCY MANAGEMENT | Active Management |
| INCEPTION DATE | 03-10-2012 |
| BENCHMARK | The Composite Benchmark is an index calculated as the weighted average of the indices selected as benchmarks for each asset class |
| FUND SIZE | The Composite Benchmark is an index calculated as the weighted average of the indices selected as benchmarks for each asset class |
| DISTRIBUTION FREQUENCY | Account based |
| NO. OF HOLDINGS | 20 - 40 |
| FEES | 0.40% - 0.48% subject to platform |
| STRUCTURE |
Benefits
| Benefits | The Elston Asset Management (EAM) investment team consists of eight investment professionals and is led by the four portfolio managers: Andrew McKie (AEQ only), Bruce Williams, Leon de Wet and Justin Woerner. The four portfolio managers are responsible for all investment related decisions, including the prioritising of research efforts, determining the Tactical Asset Allocation (TAA) tilts, the approved products list, and the final investment allocation. EAM's team-based process across both asset allocation and security selection results in multiple members having shared responsibility for research, portfolio management and investment decisions, reducing key person risk within the company. The four portfolio managers have over 20 years' industry experience (on average), their experience and differentiated backgrounds is conducive to robust discussion and peer review. Additionally, the portfolio managers' long-term working relationship provides a strong working culture and environment. |
| RISK LEVEL | |
| INVESTOR SUITABILITY | The portfolio is designed for investors seeking: |
Risks
| Title | |
| Detail |
Key Features
An actively managed diversified portfolio of securities across both growth asset classes such as Australian and international equities, property and infrastructure; and defensive oriented asset classes, such as cash and fixed interest securities. In general, the portfolio will have a long-term average exposure of around 85% in growth assets and 15% in defensive assets, however the allocations will be actively managed within the allowable ranges depending on market conditions. Investment Style Active / Style Neutral Investor Philosophy |
Mandate
Investable Universe Global Growth/Defensive Growth 85% / Defensive 15% Asset Class Mixed Asset
Asset Allocation Australian Equities 48.00% |