Altair Focus Portfolio
Designed for investors seeking capital growth with a focus on capital preservation over the long-term and unconstrained by the index
Fund Facts
Investment objective
Aims to achieve positive risk-adjusted returns over rolling 5 year periods through investment in Australian shares
Investment strategy
Invest in a long-only, highly-concentrated ‘best ideas’ portfolio of high quality Australian companies that display these attributes:
•Favourable industry exposure
•Sustainable competitive advantage
•Well managed operationally and financially
Portfolio construction adopts a benchmark-unaware approach (i.e. is not beta constrained)
However, where suitable investment opportunities cannot be identified that satisfy Altair’s investment criteria, or where Altair identifies significant macro event risk , the portfolio will hold cash and/or ETFs and/or interest-bearing securities listed on the ASX (such as hybrids)
IMPORTANT
Please read our Financial Services Guide(FSG) before considering an investment.
For more information, please contact sales@altairasset.com.au
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Recommended Minimum Investment Time Frame
5 years
Benchmark
Not applicable (as has absolute return target)
Risk level
High
Asset Allocation Ranges
-
0-100% Australian shares
-
0-100% Cash, ETFs and interest-bearing securities listed on ASX (e.g. hybrids)1 2
Notes
1. Intention is for the portfolio to be predominantly invested in Australian equities.
2. Derivative instruments are not used within the managed portfolio