EXECUTIVE SERIES
Growth Portfolio
Invest in Australia's leading fund managers.
The Executive Series is a suite of managed portfolios that invest in a range of managed funds, providing high levels of diversification while still retaining exposure to high-quality investments. Our investment team has researched the best of the best fund managers, looking for those with superior methods, exceptional track records and a history of outperformance.
The Growth Portfolio is an investment model portfolio that seeks to provide capital growth over the long term. The portfolio invests with a growth-oriented risk profile, typically allocated 80% to growth assets and 20% to defensive assets.
The portfolio suits investors with a growth-oriented risk profile, a long investment time horizon, and the capacity to absorb periods of market volatility in pursuit of stronger long-term returns.
Includes large well-known Australian companies
Portfolio Characteristics
| Inception Date | Benchmark | Suggested Timeframe | Number of Fund Holdings | Minimum Investment |
|---|---|---|---|---|
| 1 February 2025 | Morningstar Australia Growth Target Allocation Net Return AUD | Minimum 5 years | 19 | $25,000 |
Inception Date
Benchmark
Suggested Timeframe
Number of Fund Holdings
Minimum Investment
Investment Objective
To provide investors with the relative security of their capital that provides meaningful income and lower levels of volatility.
Investment Strategy
Risk Profile
Investment Mix
| Asset Class | Strategic Asset Range | Neutral | Latest Weights |
|---|---|---|---|
| DEFENSIVE | 27% | 36% | |
| Cash | 0-10% | 2% | 2% |
| Fixed Interest | 10-40% | 25% | 34% |
| GROWTH | 73% | 64% | |
| Aus Real Estate | 0-15% | 5% | 2% |
| International Real Estate and Infrastructure | 0-20% | 3% | 0% |
| Australian Shares | 10-60% | 18% | 15% |
| Emerging Equities | 0-20% | 7% | 4% |
| International Shares | 10-60% | 35% | 25% |
| Alternative Assets | 0-30% | 5% | 18% |
Indicative Performance Net of Fees
| Period | Portfolio | Benchmark | Outperformance |
|---|---|---|---|
| 1 month | 2.37% | 3.55% | -1.18% |
| 3 months | -6.32% | 0.46% | -6.78% |
| 6 months | 1.10% | 0.37% | 0.73% |
| 1 year | 13.75% | 11.47% | 2.28% |
| Inception p.a. (1 February 2025) | 8.67% | 7.01% | 1.66% |
Investment Fees
Indirect Cost Ratio for the underlying investments: portfolio-specific estimate, typically 0.55%-0.75% p.a.
Investment Management Fee: 0.45% p.a.
Performance Fee: nil.
Portfolio Investment Team
Portfolio Manager: Ashley Cox.
Chief Investment Officer: Peter Durbin.
Lead Portfolio Manager: Luke Durbin.
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