Will Allen

Portfolio Manager
B.Bus

  • 30+ years experience

  • NAB, Bankers Trust, Macquarie Bank, Bank of Nova Scotia

  • Interest Rate and Soft Commodity Derivatives, Bonds, Debt Capital markets

Will is the Enhanced Yield Portfolio Manager. He is responsible for asset allocation, analysis, idea generation and strategy. He also heads Endeavor’s business development in Melbourne.

Prior to joining Endeavor Will worked in numerous roles in the debt capital markets world – ranging from trading to sales to management. He spent 5 years in Sydney, 3 in London and 7 in Singapore before he came back to Melbourne.

Will has a Bachelor of Business from Monash University and a Graduate Diploma in Securities from the Securities Institute of Australia.

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.