Our Investment Strategy

The style of service we offer at Endeavor is separate and distinct from the offering of most funds managers or portfolio management.

Our approach is to first define our clients’ goals and then act on delivering returns that lead to better financial and life outcomes. We believe our more unique and personalised approach to managing their funds helps to set us apart from other asset management companies.

Over a decade into the journey of asset management, Endeavor remains dedicated to our clients and committed to providing above-average returns through smart and careful investing.

Long Only

Growth Equities

267%

The Growth Equities portfolio will typically hold 20-35 ASX listed equities.

Top 200 and cash represent at least 75% and Ex-200 25%.

Balanced Equities

235%

The Balanced Equities portfolio will typically hold 20-35 ASX listed equities.

Top 200 and cash represent at least 85% and Ex-200 15%.

Global Wealth

12%

Typically invests in a diversified portfolio of Global Equities, Hybrids, ETFs, LICs and selected fund managers to provide broad exposure across regions, sectors and investment styles.

The portfolio is actively managed with no benchmark restrictions.

Fixed Income

Enhanced Yield

7.37% p.a.

The Yield portfolio invests in investment grade issuers of hybrids and bonds with a small focused allocation to non investment grade bond ETF’s to improve returns and diversification. It targets 2% to 3% over TD rates.