Global experience, local focus.
Two Funds - two different risk objectives
Our two funds have very different risk targets and are designed to play different roles within a portfolio.
Wheelhouse Global
Diversified global alternative strategy with an absolute return objective
Targeted risk: 8% volatility or less
Targets ~8%+ returns
Absolute return focused
Seeks regular income
Diversified protection
Wheelhouse Australian
Australian income strategy designed to outperform and capture twice the fully franked dividends of the S&P/ASX200 Index.
Targeted risk: full market exposure (similar to S&P/ASX200 Index)
Targets Benchmark outperformance
Focused on after-tax returns
Seeks regular income
No style bias
Investor profile
Total return or income orientated
Overall portfolio role
Enhance the risk/return total portfolio outcomes through a differentiated and consistent source of return.
Asset allocation
Alternatives and/or global equities
Investor profile
Income orientated
Overall portfolio role
Deliver tax effective income with an overall outperformance objective.
Asset allocation
Core Australian equities
How We Invest
We rely on broad market indices to gain equity exposure for our Global and Australian strategies and perform no fundamental stock research internally. We then apply our specialist expertise is derivative overlays to reshape the return profile to a specific risk (volatility) target and seek to maximise risk-adjusted returns.
We recognise that risk tolerance is different for every investor, whether they be in retirement or just starting their working life. Our suite of funds target a range of risk objectives and are targeted to suit everyone’s appetite for risk.
Disclaimers relating to the research ratings from Zenith and Lonsec Research can be found here.