Wealth Defender
Description
The portfolio invests in a portfolio of long only positions in listed (or soon to be listed) large and small cap Australian shares using a bottom up, value-style investment process and utilises a range of asset allocation, derivatives strategies and cash investments to cushion the impact of market falls. From time to time, the portfolio may hold investments in securities and derivatives in offshore markets.
Objective
We aim to outperform the S&P/ASX 300 Accumulation Index by investing in a diversified portfolio of Australian shares and using protection strategies to dynamically protect the portfolio through market cycles, thereby reducing the magnitude of significant negative returns in sharply falling equity markets.
Investor Profile
Investors with a long term time horizon, seeking exposure to an Australian equities portfolio that provides some protection against significant negative returns.
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Risk/Return profile
High
Returns achieved mainly through
Growth and Income
Minimum investment
$25,000
Performance fee
15%
Income distribution
Half yearly
Min. recommended investment period
5 years
Minimum added investment
$5,000
Franking credit level (%)
FY18 – 37.1
FY17 – 0.0
FY16 – 105.4
FY15 – 41.7
Commentaries Archive
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