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Bentleys-Macquarie-Growth-Portfolio-October-2022.pdf
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🔗 Source: bentleys.com.au
📊 Size: 213 KB
👤 Author: jyang
⬇️ Downloads: 81

Summary

Bentleys Wealth's Growth Portfolio has a return objective of CPI + 4.5% and a high-risk profile, with a 7-year+ investment timeframe and dynamic active allocation investment style. The portfolio's current asset allocation includes 4% cash, 17% Australian fixed income, 4% global fixed income, 26% Australian equities, 17.5% global equities unhedged, 5.5% global equities hedged, 10% global property and infrastructure, and 16% alternatives. The portfolio's performance as of October 2022 includes a 1-month return of 3.47%, a 3-month return of -0.29%, a 1-year return of -3.75%, and a 3-year return of 5.18% per annum. The top 3 performing funds in the portfolio are the Janus Henderson Global Natural Resources Fund, Aoris International B Fund, and Allan Gray Australia Equity Fund Class B, while the bottom 3 performing funds are the Invesco Global Real Estate A, ETFS Physical Gold, and Janus Henderson Global Multi-Strategy Fund - W. The portfolio's manager, Bentleys Wealth, aims to minimize the impact of volatility on investors' assets through active management, and the portfolio has consistently shown lower volatility than an equivalent passively managed index strategy.

Description

Bentleys Wealth's Growth Portfolio has a return objective of CPI + 4.5% and a high-risk profile, with a 7-year+ investment timeframe and dynamic active...

Technical Information

  • File Format: PDF
  • File Size: 213 KB
  • Pages: 2
  • Language: EN
  • Author: jyang
  • Total Downloads: 81
  • Last Updated: 2 months ago

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