Joseph Carlton

Analyst

  • 5+ years experience

  • Westoz Funds Management, Entrust Wealth

  • Equities Analysis, Operations

Joe joined Endeavor in 2022 as an Equities Analyst. Prior to Endeavor, Joe was an Analyst for Westoz Funds Management, a WA focused investment manager. He also worked for Entrust Wealth Management in operations and was a member of the Entrust Investment Committee.

Joe has completed a Bachelor of Commerce with Curtin University, majoring in Accounting and Finance, and a Diploma of Financial Planning with Monarch Institute.

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.