Dan joined Endeavor in February 2024 as an Equities Analyst. Prior to joining Endeavor, Dan was an Equities Analyst at Thorney Investment Group, primarily covering industrials.
11.0% p.a.
The Growth Equities portfolio will typically hold 20-35 ASX listed equities.
Top 200 and cash represent at least 75% and Ex-200 25%.
10.7% p.a.
The Balanced Equities portfolio will typically hold 20-35 ASX listed equities.
Top 200 and cash represent at least 85% and Ex-200 15%.
10.8% p.a.
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.
