Australian Equities High Conviction Strategy
This is our flagship strategy, offering investors exposure to a concentrated portfolio of high quality stocks at attractive valuations. Read More
Portfolio Snapshot
Benchmark: S&P/ASX 200 Total Return Index
3.36% p.a.* outperformance since inception
Large cap
Capital growth
15-30 stocks
Inception date - October 2002
Australian Equities Socially Responsible Strategy
This strategy offers investors exposure to a concentrated portfolio of high quality, socially responsible investments at attractive valuations. Read More
Portfolio Snapshot
Benchmark: S&P/ASX 200 Total Return Index
3.42% p.a.* outperformance since inception
Large & Mid cap
Socially responsible focus
15-30 stocks
Inception date - June 2006
Australian Equities Income Strategy
This strategy delivers exposure to higher levels of tax effective income and capital growth by investing in a concentrated portfolio of large cap companies. Read More
Portfolio Snapshot
Benchmark: S&P/ASX 200 Industrials Total Return Index
2.47% p.a.* outperformance since inception
7.40% p.a. gross income yield since inception
Growing $ income over time
15-30 stocks
Inception date - December 2007
Australian Emerging Companies Strategy
This strategy focuses on delivering long-term capital growth by investing in a concentrated portfolio of quality small-cap companies. Read More
Portfolio Snapshot
Benchmark: ASX/S&P Small Ordinaries Total Return Index
12.90% p.a.* outperformance since inception
Small cap
Capital growth from smaller companies
20-45 stocks
Inception date - December 2017
*Past performance is not an indicator of future performance. No allowance has been made for taxation and fees are not taken into account.