Elston Australian Large Companies Model Portfolio
About this Fund
Fund Detail
PDS | https://informedinvestor.com.au/view/pds/106380-2024-05-17-02:20.pdf |
FUND MANAGER | Elston Asset Management |
ASX Code | |
APIR | |
ASSET CLASS | SEPARATELY MANAGED ACCOUNTS |
INVESTMENT STYLE | This is an actively managed portfolio of predominantly Australian equities. |
INVESTMENT PROFILE | The portfolio aims to outperform the S&P/ASX 100 Accumulation Index by 2.0% p.a. (after fees) over rolling five-year periods. |
CURRENCY MANAGEMENT | Hedged |
INCEPTION DATE | 03-10-2012 |
BENCHMARK | S&P/ASX 100 Accumulation Index |
FUND SIZE | S&P/ASX 100 Accumulation Index |
DISTRIBUTION FREQUENCY | Account based |
NO. OF HOLDINGS | 20 - 25 |
FEES | 0.40 - 0.48% subject to selected 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
This is an actively managed portfolio of predominantly Australian equities. In general, the portfolio will have a long-term average exposure of around 97% in growth assets and 3% in defensive assets, however the allocations will be actively managed within the allowable asset allocation ranges depending on market conditions. Investor Philosophy |
Mandate
Investable Universe S&P/ASX 100 Index (Min 80% in S&P/ASX 50 Index Investment Style Core / Style Neutral Growth / Defensive Growth 97% / Defensive 3% |