Build long-term wealth with strategies for investing, saving and managing your cash flow.
FOCUS SERIES
Australian Equities Portfolio
Our Australian Equities Portfolio includes large well-known Australian companies that we believe can deliver capital growth and a consistent dividend income to investors.
The portfolio provides investors with exposure to the largest 100 companies listed on the Australian Securities Exchange. It aims to achieve long-term capital growth, dividends and tax-effective income.
It suits investors seeking access to companies with strong earnings growth, pricing power and the likelihood of capital returns.
Includes large well-known Australian companies
Portfolio Snapshot
| Investment Universe | Benchmark | Emphasis | Diversification | Strategy Inception | Management Fee |
|---|---|---|---|---|---|
| ASX-listed securities similar in size to those in the S&P/ASX 100 | S&P/ASX 100 Accumulation Index | Capital growth | 25-35 positions | 1 July 2019 | 0.75% |
Investment Universe
Benchmark
Emphasis
Diversification
Strategy Inception
Management Fee
Investment Strategy
Portfolio top 10 holdings
ANZ Group, BHP, Macquarie Group, Commonwealth Bank, Rio Tinto, ALS, National Australia Bank, Newmont Corporation, NextDC, Westpac.
Portfolio Investment Team
Portfolio Manager: Luke Durbin.
Consultant: Peter Durbin.
Contact us today
How to invest
Enquire today to see how we can help.




