The Vested FNArena All-Weather Australian shares portfolio offers investors exposure to companies we believe will deliver long-term capital appreciation and sustainable dividend growth. The portfolio also invests in selected ETF’s (e.g. gold) offering diversification, reduced volatility and yield enhancement.
FNArena Vested All-Weather Investment Portfolio
Our Investment Goal
The portfolio seeks to outperform the 10- year Australian government bond plus 4% over the long term. Since inception in December 2014 the fund has consistently outperformed the benchmark index over a rolling 3 year average.
Our Investment Criteria
Investment selection is guided by fundamental research, balance-sheet strength, and earnings sustainability.
Diversification and downside risk control are key considerations in portfolio construction.
1 High Economic Moat
Disruption is everywhere. Be it through new technologies, the breaking down of geographical barriers, new central bank and government policies, as well as societal changes. All-Weather Performers cope best.
2 Consistent Performers
The past does not always provide a useful guide into the future, but All-Weather Performers should have a long history of consistent performance. This typically highlights high-calibre management teams and strong cash flows.
3 Lower Volatility
Let’s face it: falling share prices are fine if you are looking to buy into the market, not when you are already invested. All-Weather Performers combine less volatility with robust balance sheets. Both are mutually reinforcing.
4 Dividends + Growth
“The trick is not to be bamboozled by high yields, but to focus on the quality and reliability of earnings—and, importantly, growth.” Research shows that sustainable dividend uplift is typically driven by companies with a record of consistent profit growth.
Our Investment Strategy
Utilising FNArena’s All-Weather research and methodology, Vested Equities typically identifies ASX 200 companies that meet the strict All-Weather criteria. The All-Weather Portfolio employs a disciplined approach, maintaining long-term exposure to these high-quality companies. This strategy gives investors the confidence to navigate changing market conditions while remaining invested, to build long-term wealth.
Model Portfolio Manager Vested Equities Pty Ltd
Designed for investors who:
Are looking for a more conservative risk/reward balance, while still aiming for “equity-like” returns.
Benchmark index
10- year Australian government bond plus 4%
Indicative number of stocks
15 to 25
Minimum / Optimal model investment
$20,000 / $50,000+
Frequently Asked Questions
How to setup an account?
Call vested on 1300 980 849 and an advisor will help you through the account setup process.
How it works?
Once an account is established, investors will receive a monthly Record of Advice whenever portfolio allocations or rebalances are proposed. Upon investor approval, Vested Equities will execute the trades within the client’s segregated account.
Total Investment, Administration & Reporting Fees*
0.75% of Funds Under Management
*excludes transaction costs & GST
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