Aims to generate income on cash deposits, over a period of one to three years by investing in a diversified portfolio. A mix of active and passive management approaches are used and the portfolio is consistently rebalanced to ensure optimal asset allocation.
90-100% to defensive assets
0-10% to growth assets
Aims to outperform the Bloomberg AusBond Bank Bill Index.Click here for actual returns >>
|Portfolios Name||1 Month||3 Month||6 Month||Since Inception (Annualised)|
|Cash Capital Stable||0.01%||0.92%||1.54%||3.41%|
|ESG Sustainable Balanced||(3.37%)||(6.89%)||(3.72%)||(1.55%)|
|Income Maximiser Growth||(2.38%)||(4.11%)||(1.59%)||1.83%|
|India High Growth||(0.69%)||2.75%||10.48%||10.41%|
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Vijay Raj has been working for more than 17 years in the financial services sector, specialising in Portfolio Management, Advisory and Research.
Pooja Tahiliani has been working in the investment side and actively contributes to the development and ongoing enhancement of our investment framework.
Peter Turbach has been involved with all aspects of advising and operating MDA’s, with an additional focus on compliance.
Max Riaz is an investment manager and director at Banyantree Investment Group, with responsibilities across equity and multi-asset strategies.
Minsun Kim is a consultant with extensive general management experience joining the Investment Committee for consulting services, FinTech and online investments.
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