APIR Code: AZS0001AU | Fund Size: $125.6M
To deliver an investment return in excess of RBA Cash Rate plus 2.0% p.a. over a 3-year rolling period after fees.
Diversified
3 years
RBA Cash Rate +2.0% p.a.
Our investment philosophy is centered around the belief that long-term wealth creation is best achieved through disciplined asset allocation and rigorous manager selection.
We focus on identifying skilled investment managers who can deliver consistent risk-adjusted returns across market cycles. We believe in the importance of diversification across asset classes, geographies, and investment styles to reduce portfolio risk while capturing growth opportunities.
Our approach combines both strategic and tactical asset allocation to optimize risk-return outcomes for our investors. The cornerstone of our philosophy is maintaining a conservative approach that prioritizes capital preservation while seeking to generate steady returns over the long term.