We’re continuing to build our suite of equity managed portfolios to help your clients build and preserve their wealth. The Elston Australian Large Companies Portfolio will be available on the North Investment Menu in the coming weeks.
Elston Australian Large Companies Portfolio
The investment universe for this actively managed, style neutral Australian equity portfolio is ASX 100 companies, with 20-40 underlying holdings. It aims to exceed the investment returns of the S&P/ASX 100 Gross Total Return Index benchmark by 2% p.a. over rolling five-year periods.
Elston’s active investment philosophy is focused on:
- after-tax outcomes
- long-term returns
- diversification
- balancing growth prospects against valuations
- understanding economies, markets and profits are driven by fundamentals and psychology.
Elston’s investment process has five stages:
- Idea generation
- Investment research
- Valuation
- Portfolio construction
- Portfolio management.
Like to know more?
Contact your Business Development Manager to find out more.
What you need to know
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only and a person should consider whether this information is appropriate for them before making any decisions. It’s important a person considers their circumstances and reads the relevant product disclosure statement and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
You can read the Financial Services Guide online for more information, including the fees and benefits that AMP companies and their representatives may receive in relation to products and services provided. You can also ask us for a hardcopy by contacting us on 1800 667 841. MyNorth is a trademark registered to NMMT.