Redpoint IM
  • Home
  • About Us
    • About redpoint
    • The Redpoint Team
    • redpoint News
    • Sustainability & ESG
  • Insights
  • Strategies
    • Australian Industrials
    • Australian Tax Effective Strategy
    • Institutional Investors
    • Financial Advisers
  • Contact

​redpoint Australian Industrials

Why Industrials ?

  • More stable returns
Industrial companies are typically less volatile and pay higher and more consistent dividends than resources/commodities focused companies. 
 
  • Diversification benefits
The Australian Industrials sector consists of a group of well diversified, large cap Australian companies. Some of the major components of the industrial sector are banks and  insurers, retailers and manufacturers, healthcare and IT companies.  The sector includes many familiar household names including Australia's larger banks, Telstra, Woolworths, Qantas and AGL. 
 
  • Income & Growth
Industrial Companies provide a mixture of growth and income characteristics.
​
​
​
Why redpoint Australian Industrials ?
​
  • Access to a better quality portfolio
The redpoint Australian Industrials strategy is designed to capture the growth and income characteristics of larger ASX listed Industrial companies through selection aimed at delivering a portfolio that is well diversified, focused on a long horizon, low turnover approach.
​
  • Experienced Team
redpoint's team of investment specialists have managed Australian equity portfolios for over two decades.
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:
  • 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 Navigator Australia Ltd (ABN 45 006 302 987) and Macquarie Investment Management Ltd (ABN 66 002 867 003) 

How to Invest
Performance Updates
Disclaimers
Privacy Policy
  Copyright © 2021, redpoint Investment Management Pty Ltd. ABN 83 152 313 758, AFSL 411671. All rights reserved
Picture
  • Home
  • About Us
    • About redpoint
    • The Redpoint Team
    • redpoint News
    • Sustainability & ESG
  • Insights
  • Strategies
    • Australian Industrials
    • Australian Tax Effective Strategy
    • Institutional Investors
    • Financial Advisers
  • Contact