The aim of this selection is to provide a steady, reliable dividend income from companies with minimal risk of bankruptcy. Investors get exposure to active management of a concentrated portfolio of well-researched Australian equities with a sustainable high yield.
The investment approach is buying and holding shares with market prices at material discounts to their estimated value and high sustainable yields. Investments will be sold if they move to a material premium to their estimated value, or the dividend yield is expected to fall.
| Style: | A portfolio of high dividend paying direct Australian equities and cash. |
| Benchmark: | All Ordinaries Accumulation Index plus +1% per annum over rolling 3 year periods |
| Objective: | To produce an annual income return of 5% (excluding franking credits) |
| Risk Rating: | High |
| Income Potential: | Medium |
| Growth Potential: | High |
| Suggested Timeframe: | 3 years + |
| Investment Fee (inc. GST): |
0.67% - 0.97% (depending on amount invested) |
| Minimum Investment: | $5,000 |
| Asset Class | Allocation | |
|---|---|---|
| Cash | 7.41% | |
| Australian Equities | 91.84% |
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Read more| InvestSMART Diversified Portfolios |
Since Inception * |
PDS | Latest Report |
|---|---|---|---|
| International Equities Model | 9.32% |
|
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| Intelligent Investor - II Growth Model | 5.62% |
|
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| Growth Model | 4.95% |
|
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| Intelligent Investor - II Equity Income Model | 4.80% |
|
|
| High Growth Model | 4.60% |
|
|
| Conservative Model | 2.72% |
|
|
| Income Model | 2.07% |
|
|
| Balanced Model | 2.04% |
|
|
| Fixed Income Model | 0.24% |
|
|
| Property Model | -0.29% |
|
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