When comparing investment returns it is important to ask the following questions.

Do I understand the underlying investments?

What risk has been taken in achieving these returns?

We manage a diverse porfolio of Australian shares for you in a proven risk controlled manner. We approach the Australian sharemarket with a minimum 3 to 5 year time frame.

Your portfolio will be

• Made up of shares in 15 to 25 very profitable Australian companies.
• 70% or more invested in companies from the ASX 100 (the top 100 shares by capitalisation in the Australian sharemarket).
• Well diversified across various industries with no more than 9% invested in any one share.

Your portfolio will not contain

• Derivatives
• Speculative issues such as small mining stocks and over geared financial stocks.
• No large single stock exposure