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Balanced

The strategy aims to deliver returns (before management costs) that exceed CPI increases by at least 3% while maintaining volatility to less than 7% over a rolling 3-year basis.

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High Yield

The strategy aims to achieve returns (before management costs) that exceed the RBA Cash Rate by 3% while maintaining volatility to less than 5% over a rolling 3-year basis.

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High Growth

The strategy aims to achieve returns (before management costs) that exceed CPI increases by 4% while maintaining volatility to less than 12% over a rolling 3-year basis.

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Absolute Alpha

The strategy aims to achieve returns (before management costs) that exceed CPI increases by 4% while maintaining volatility to less than 25% over a rolling 3-year basis.

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Multi-line graph comparing the performance of various investment portfolios, including Absolute Alpha, High Growth, Growth, Balanced, Conservative, and High Yield Fixed Income, with portfolio values rising over time, particularly for Absolute Alpha and High Growth.

Conservative

The strategy aims to achieve returns (before management costs) that exceed CPI increases by at least 3% while maintaining volatility to less than 7% over a rolling 3-year basis.

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Multi-line graph comparing the performance of various investment portfolios, including Absolute Alpha, High Growth, Growth, Balanced, Conservative, and High Yield Fixed Income, with portfolio values rising over time, particularly for Absolute Alpha and High Growth.

Balanced Conservative

The strategy aims to achieve returns (before management costs) that exceed CPI increases by 2% while maintaining volatility to less than 5% over a rolling 3-year basis.

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Multi-line graph comparing the performance of various investment portfolios, including Absolute Alpha, High Growth, Growth, Balanced, Conservative, and High Yield Fixed Income, with portfolio values rising over time, particularly for Absolute Alpha and High Growth.

Growth

The strategy aims to achieve returns (before management costs) that exceed CPI increases by 3.5% while maintaining volatility to less than 10% over a rolling 3-year basis.

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Multi-line graph comparing the performance of various investment portfolios, including Absolute Alpha, High Growth, Growth, Balanced, Conservative, and High Yield Fixed Income, with portfolio values rising over time, particularly for Absolute Alpha and High Growth.