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Asset allocation with a small exposure to defensive assets

Investment Objective

This model invests in all-cap Australian equities and managed funds. The focus is on asset allocation to a majority of growth assets (Australian and international equities) with a small exposure to defensive (fixed income, fixed interest, alternatives / property / infrastructure) assets that match to a High Growth investor risk profile. The model employs an active asset allocation approach, seeking to tilt the model to asset classes that exhibit the desirable return characteristics whilst balancing overall model risk.

Investment Strategy and Approach

The investment process is multi-faceted and focuses primarily on intensive bottom-up research to identify quality investments that are attractively priced and offer an appropriately compensated risk-reward relationship. This bottom-up research is supplemented by top-down macroeconomic views.

Risk management and capital preservation are key themes underlying the portfolio construction, in accordance with Clime’s investment methodology. The aim is to reduce asset specific risk and produce consistent and replicable returns.

Designed for Investors Who

  • This model portfolio is designed for investors who are seeking a high level of capital growth with a low level of income.
  • Investors in the model portfolio will be prepared to sustain the higher volatility that is consistent with generation of higher returns.

Benchmark Index

Morningstar Multi-Sector Aggressive Market Index.

Indicative Number of Stocks

19-36 Securities.

Minimum Suggested Investment Time Frame

7 years

Asset Allocation Ranges

Australian Equity354045
International Equity303540
Australian Fixed Interest02.58
International Fixed Interest0020
Property & Infrastructure7.512.518

Investment Fee 1.04% p.a.

Full details on the Fee and Charges that apply to this Model Portfolio are available via the PDS and Investment Menu.

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