Altair Concentrated
Managed Portfolio
This strategy provides the opportunity to invest in a portfolio of actively-managed Australian shares with a focus on capital growth.
Your individual portfolio is based on the proposed portfolio and can be tailored to suit your needs. For this type of portfolio, if you are an individual investor you will need to obtain advice from a financial adviser as to its suitability for your financial needs, circumstances and objectives. Please contact us for more information.
Proposed Portfolio
Investment objective
The portfolio aims to:
-
outperform the S&P/ASX 200 Accumulation Index over rolling three year periods; and
-
provide capital growth over the medium-to-long term
Investment strategy
The portfolio primarily invests in shares within the S&P/ASX 200 Index.
The portfolio is managed in line with our core investment philosophy, which is based on understanding the drivers and impact of change. We apply thematic research to uncover trends which are most likely to influence company performance. We seek to identify companies that display innovation, adaptability and a sustainable competitive advantage in a changing world.
Our investment process assesses these change factors, as well as conducting detailed analysis of companies’ financial health, prospects and valuation metrics. With these best ideas we then produce a risk-controlled portfolio of stocks.
The portfolio is concentrated, which means we hold a small number of shares, ranging between 15 and 35.
The portfolio will hold shares in companies that may display these attributes:
-
favourable industry exposure
-
sustainable competitive advantages
-
well managed operationally and financially.
Derivative instruments will not be used in this managed portfolio.
IMPORTANT
Please read our Financial Services Guide (FSG) before considering an investment.
For more information, please contact sales@altairasset.com.au
Minimum suggested
timeframe
5 years
Inception date
15 April 2013
Risk level
High
How to access this
strategy
via Altair Portfolio Services or via other platforms
Please contact our sales team on 02 9299 5499 or 1300 626 484
Cash Management
Macquarie Cash Account