Elizabeth Barrett-Lennard

Operations Team

  • 15+ years experience

  • Goldman Sachs, JB Were

  • Private Wealth Management, Investor Relations

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

Contact Details

10.9% 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%.

10.0% 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%.

10.1% p.a.

Typically holds 15-25 ASX listed equities with no index restrictions.

Typical starting weight up to 10%, target maximum position.

3.9% p.a.

Investing in investment-grade issuers of hybrids and bonds with a small allocation to non-investment grade bond ETFs to improve returns and diversification.