Joe Carlton

Equities Analyst

B.Com

  • 5+ years experience

  • Westoz Funds Management

  • Portfolio Management, Equities Research

Joe joined Endeavor in July 2022 as an Equities Analyst. Prior to joining Endeavor, Joe was an Equities Analyst at Westoz Funds Management and Entrust Wealth Management.

Contact Details

Our Portfolios

Growth Equities

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%.

Balanced Equities

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%.

Global Wealth

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.

Enhanced Yield

4.82% 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.