Liz has over 15 years experience in financial services which started at Goldman Sachs JB Were in Private Wealth Management.
This was followed by 8 years at K2 Asset Management in Investor Relations during which she was studying Law at Monash University.
Liz joined Endeavor in June 2021
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.
