redpoint Australian Industrials
Why Industrials ?
Why redpoint Australian Industrials ?
- More stable returns
- Diversification benefits
- Income & Growth
Why redpoint Australian Industrials ?
- Access to a better quality portfolio
- Experienced Team
Strategy Description
The redpoint Industrials strategy is a diversified portfolio benchmarked to the S&P/ASX 100 Industrials Accumulation Index. The strategy seeks to deliver a return in line with the
benchmark (after fees) while holding less than half the stocks in the investible universe. Turnover is expected to be low with the holdings tilted towards holding better quality companies while also carefully managing risk relative to the benchmark.
Investment Objective
To provide a total return in line with the benchmark after fees, over a rolling 5 year period.
Investor Profile
The strategy may be suitable for investors who:
Investment Approach
redpoint employs a structured (rules-based) management strategy, which seeks to construct a representative portfolio of better quality companies that provides a return broadly comparable to that of the benchmark on an after fees basis.
The approach is designed to provide a model portfolio for implementation as a SMA with low turnover, appropriate risk controls relative to the benchmark, and comparatively lower costs. redpoint's selection bias towards quality companies is expected to give the portfolio a slight defensive tilt. This is anticipated to provide a modest outperformance during periods of market stress but marginal underperformance when speculative stocks are in favour. This slight bias is redpoint's preferred method for sensibly allocating capital given the strategy is constrained to holding less than half the stocks in the benchmark universe.
Access to strategy: via SMA
The strategy is exclusively available via Separately Managed Account (SMA) Model Portfolio Implementation. The Model Portfolio is currently available via the following SMA platforms ;
Strategy Holdings
The redpoint Industrials strategy is a diversified portfolio benchmarked to the S&P/ASX 100 Industrials Accumulation Index. The strategy seeks to deliver a return in line with the
benchmark (after fees) while holding less than half the stocks in the investible universe. Turnover is expected to be low with the holdings tilted towards holding better quality companies while also carefully managing risk relative to the benchmark.
Investment Objective
To provide a total return in line with the benchmark after fees, over a rolling 5 year period.
Investor Profile
The strategy may be suitable for investors who:
- Are seeking both income and capital growth
- Are seeking access to a tax efficient dividend stream
- Have an investment horizon of at least 5 years and a moderate to high risk tolerance
- Are seeking diversified exposure to Australian listed industrial companies with low turnover
Investment Approach
redpoint employs a structured (rules-based) management strategy, which seeks to construct a representative portfolio of better quality companies that provides a return broadly comparable to that of the benchmark on an after fees basis.
The approach is designed to provide a model portfolio for implementation as a SMA with low turnover, appropriate risk controls relative to the benchmark, and comparatively lower costs. redpoint's selection bias towards quality companies is expected to give the portfolio a slight defensive tilt. This is anticipated to provide a modest outperformance during periods of market stress but marginal underperformance when speculative stocks are in favour. This slight bias is redpoint's preferred method for sensibly allocating capital given the strategy is constrained to holding less than half the stocks in the benchmark universe.
Access to strategy: via SMA
The strategy is exclusively available via Separately Managed Account (SMA) Model Portfolio Implementation. The Model Portfolio is currently available via the following SMA platforms ;
- MLC Navigator
- Macquarie Wrap
- HUB24
Strategy Holdings
