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Latitude16 Growth Portfolio.pdf

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Preview of Latitude16 Growth Portfolio
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📊 Size: 1.06 MB
📄 Pages: 4 pages
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Summary

LATITUDE16 GROWTH PORTFOLIO monthly update for March 2025:
- Inception date: 30 November 2020
- Manager: Mercer
- Benchmark: Morningstar Australia Aggressive Target Allocation NR AUD
- Asset class: Diversified
- Returns since inception: 6.77% (1 month), -2.78% (3 months), -1.26% (6 months), 0.05% (1 year), 5.46% (3 years)
- Asset allocation: 81% growth assets (Australian Equities 36.2%, International Equities 39.9%, Property 4.9%), 19% defensive assets (Australian Fixed Interest 9.5%, International Fixed Interest 4.1%, Cash 5.4%)
- Management fees and costs: 0.7%, performance fee: 0.07%, estimated net transaction costs: 0.03%, estimated buy/sell spread: 0.20%/0.20%
- Investment objective: Outperform the benchmark over the medium to longer term
- Quarterly manager commentary: The portfolio delivered a return of -1.26% over the March quarter, with Australian shares underperforming global share markets, and the AB Concentrated Australian Equities Fund outperforming the benchmark.

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Description

LATITUDE16 GROWTH PORTFOLIO monthly update for March 2025:
- Inception date: 30 November 2020
- Manager: Mercer
- Benchmark: Morningstar Australia Aggressive...

Technical Information

  • File Format: PDF
  • File Size: 1.06 MB
  • Pages: 4
  • Language: EN
  • Total Downloads: 84
  • Last Updated: 1 week ago

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