MODERATE PORTFOLIO
The primary objective is to provide above-average total returns (capital plus income) over an investment horizon of three years or more, by investing in quality ordinary shares listed on the ASX.
The portfolio is designed to meet the needs of long term investors looking for concentrated equity exposure through a diversified portfolio of quality shares spread across all the sectors of the market, and to participate in specific value and corporate opportunities identified by the manager.
DIVIDEND INCOME MODEL PORTFOLIO
The primary objective is to provide the investor with a sustainable and growing income stream while maintaining the capital value in real terms over an investment horizon of 3 years. The income earned should equal or outperform the CPI over a rolling 3 year period.
The portfolio is designed to meet the needs of investors whose primary objective it is to establish a regular income that is both tax efficient and outperforms inflation. The portfolio will hold a mix of high yielding equities and property trusts. While the primary objective of the portfolio is to generate income, it is expected that the value of capital will be maintained in real terms. Investments are made in mature companies with sustainable and growing dividends.