Altair Income Managed
Portfolio
The Altair Income portfolio uses Altair’s assessment of Australian companies, with a focus on companies that deliver a stable, tax-efficient income stream and the potential for long-term 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:
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provide dividend income that exceeds the dividend yield of the S&P/ASX 200 Accumulation Index (grossed-up for franking credits) over rolling five year periods;
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provide long term capital growth; and
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outperform the S&P/ASX 200 Accumulation Index over rolling five year periods.
IMPORTANT
Please read our Financial Services Guide (FSG) before considering an investment.
For more information, please contact sales@altairasset.com.au
Investment strategy
The portfolio primarily invests in shares within the S&P/ASX 200 Index that have the potential to deliver higher income streams.
The portfolio draws upon our research process and filters a universe of shares. For income strategies, this will include companies that offer stable and recurring dividends that are above market yield1. A secondary consideration will be companies that have lower yield which are undertaking capital return initiatives for shareholders. The portfolio will also look to invest in undervalued companies that can provide opportunities for capital growth over the long term.
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.
Derivative instruments will not be used within this managed portfolio.
Note 1: Market yield is the dividend yield of the S&P/ASX 200
Accumulation Index (grossed up for franking credits).
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