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Feb-2021-Growth-Plus-Portfolio.pdf

🔗 Source: bentleys.com.au

📊 Size: 277 KB

👤 Author: mlang

⬇️ Downloads: 32

Summary

Bentleys Wealth's Growth Plus Portfolio is a diversified, multi-manager portfolio with a medium risk profile, aiming to achieve a return of CPI + 5%. The portfolio has a dynamic asset allocation, with current allocations including 35% Australian equities, 19% global equities (unhedged), and 15% alternatives. The portfolio's performance has been 6.81% over the past year, with a 3-year return of 8.49%. The top performers in the portfolio include the Allan Gray Australia Equity B Fund, Macquarie Hedged International Equities Fund, and Aoris International Fund. The portfolio's strategy is focused on minimizing volatility, with an active management approach that aims to identify sustained trends rather than responding to short-term themes.

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Description

Bentleys Wealth's Growth Plus Portfolio is a diversified, multi-manager portfolio with a medium risk profile, aiming to achieve a return of CPI + 5%.

Technical Information

File Format: PDF
File Size: 277 KB
Pages: 2
Language: EN
Author: mlang
Total Downloads: 32
Last Updated: 2 months ago

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