The Fund
The Global Wealth Portfolio is a diversified multi asset portfolio designed to deliver long term capital growth.
The portfolio invests across global equities, property, fixed income and cash through a combination of ETFs, Listed Investment Companies (LICs), Listed Investment Trusts (LITs), specialist fund managers and our highest conviction direct equity ideas.
Rather than being constrained to a single market or asset class, we allocate capital globally to the opportunities offering the most attractive risk adjusted returns. This flexibility allows us to adapt as markets evolve while maintaining a disciplined focus on long term wealth creation.
The result is a complete investment solution that combines broad diversification with active portfolio management, all within a single portfolio.
The Strategy
Our approach combines active asset allocation with disciplined investment selection.
Asset Allocation
We determine portfolio weights across equities, property, fixed income and cash by assessing the economic outlook, market valuations and prevailing risk conditions. Capital is directed towards the asset classes we believe offer the strongest forward returns relative to risk.
Investment Selection
Within each asset class, we seek the most effective way to gain exposure. This may include ETFs, LICs and LITs for efficient market access, specialist fund managers with demonstrated expertise, or direct investments where we identify compelling opportunities.
By combining these approaches, we aim to capture global growth opportunities while managing risk and preserving flexibility as market conditions change.
Performance Table
| Performance | August | Quarter | 1 Year | 3 Yrs p.a. | 5 Yrs p.a. | 15 Yrs p.a. | Inception |
|---|---|---|---|---|---|---|---|
| Global Wealth | 1.5% | 2.0% | 4.5% | - | - | - | 14.0% |
Performance Chart
Our Investment Process
The portfolio is built through a disciplined and research driven investment process.
We begin with asset allocation, assessing economic conditions, market valuations and investment risks to determine the appropriate balance between growth and defensive assets.
Once allocations are established, we identify the most effective investment vehicle for each exposure. This may include ETFs, LICs, LITs, specialist fund managers or direct investments. We assess each option on factors such as cost, liquidity, structure, manager quality, alignment of interests and expected risk adjusted returns.
Every investment is assessed on its expected return relative to risk. We focus on quality assets, attractive valuations and long term return potential.
Portfolio construction is equally important. The portfolio is diversified across asset classes, geographies, sectors, investment managers and underlying holdings to reduce concentration risk and improve resilience across different market environments.
All investment decisions are reviewed and approved by the Investment Committee.
Investment Philosophy
We focus on investments that exhibit:
For direct equities, we place particular emphasis on companies with strong organic growth, resilient earnings, supportive industry dynamics and compelling valuations.
How Do We Select Investments?
Investment selection is driven by rigorous research and analysis.
Asset Allocation
Portfolio weights are determined through an assessment of economic conditions, market valuations and investment risks.
Listed Investments
We evaluate ETFs, LICs and LITs based on factors including cost, liquidity, portfolio construction, manager quality, historical performance and suitability within the broader portfolio.
Fund Managers
We assess investment philosophy, process, team quality, long term performance and alignment with investors.
Direct Equities
Our research process incorporates:
Only opportunities that meet our quality, valuation and risk criteria are considered for inclusion in the portfolio.
