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Wealth Defender

Wealth Defender’s investment strategy is to actively manage a portfolio of shares throughout market cycles, with the aim of enhancing long term performance outcomes by maximising returns when markets rally and reducing the magnitude of significant losses when markets fall

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.

Unit Price (Entry)

Latest Commentary & Performance
Latest Annual Financial Report
Historical Unit Prices
Unit Price (Exit)

Product Disclosure Statement
Application Form
Platforms and Ratings

Start investing in Wealth Defender today.

Online application is quick and simple.

Risk/Return profile

High

Returns achieved mainly through

Growth and Income

Income distribution

Half yearly

Min. recommended investment period

5 years

Minimum investment

$25,000

Minimum added investment

$5,000

Performance fee

15%

Franking credit level (%)

FY18 – 37.1
FY17 – 0.0
FY16 – 105.4
FY15 – 41.7

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