The Industrials Strategy aims to provide a total return in line with the Benchmark after fees and costs, over a rolling 5-year period.
ASX100 Industrials Accumulation Index
Australian Industrial Companies
~1%pa
~10-30%
0.40%
Not Applicable
Not Applicable
Not Applicable
40
30th April 2015
The Redpoint Industrials SMA is accredited by the Responsible Investment Association of Australia.
The Redpoint Industrials SMA is available on the following platforms.
For more information, please contact Max Cappetta
on +61 411 965 500 or email max.cappetta@redpointim.com
The Redpoint Industrials SMA (Separately Managed Account) delivers the investor direct ownership of a professionally managed portfolio of diversified, high-quality Australian industrial stocks providing both capital growth and income.
Direct equity ownership via an SMA provides investors with many benefits which pooled investments (unit trust & ETF) cannot.
The Redpoint Industrials Model Portfolio aims to provide a range of other benefits such that the strategy is well suited to being a core equity investment for both growth during accumulation phase and income during retirement.
To find out why industrial stocks are an attractive investment for long term investors and for more information on our investment approach for the SMA, read our insights paper below.
April 29, 2022
1. Inception date is 30 April 2015
2. Model Portfolio Return is before management fees and transaction costs (calculated by Navigator Australia Limited).
3. S&P/ASX 100 Industrials Accumulation Index
4. Estimated Gross Income Return is the sum of Income Return and Estimated Franking Credits
5. Returns greater than 1 year are annualised
AGL Energy Ltd
Aristocrat Leisure Ltd
Altium Ltd
Amcor PLC
Ansell Ltd
Australia & New Zealand Banking
Afterpay Ltd
Aurizon Holdings Ltd
Bank of Queensland Ltd
Brambles Ltd
carsales.com Ltd
Commonwealth Bank of Australia
Charter Hall Group
Coles Group Ltd
Computershare Ltd
CSL Ltd
Dexus
Goodman Group
Incitec Pivot Ltd
JB Hi-Fi Ltd
James Hardie Industries PLC
Magellan Financial Group Ltd
Mirvac Group
Medibank Pvt Ltd
Macquarie Group Ltd
National Australia Bank Ltd
Orora Ltd
Qantas Airways Ltd
ResMed Inc
Reliance Worldwide Corp Ltd
Scentre Group
Sonic Healthcare Ltd
Suncorp Group Ltd
Sydney Airport
Transurban Group
Telstra Corp Ltd
Westpac Banking Corp
Wesfarmers Ltd
Woolworths Group Ltd
Xero Ltd
BHP have sold their petroleum assets to Woodside. Investors will receive Woodside Energy shares in the form of a fully franked dividend.
BHP have sold their petroleum assets to Woodside. Investors will receive Woodside Energy shares in the form of a fully franked dividend.
Redpoint's CEO and portfolio manager Max Cappetta explains what investors should be on the lookout for now that the official cash rate is on the path to normalisation following the Reserve Bank of Australia's May rate rise.
Redpoint's CEO and portfolio manager Max Cappetta explains what investors should be on the lookout for now that the official cash rate is on the path to normalisation following the Reserve Bank of Australia's May rate rise.
This article first appeared in the Australian Financial Review on 23rd September 2021, as an interview between Alex Gluyas (Markets Reporter, AFR) and Max Cappetta (CEO Redpoint)
This article first appeared in the Australian Financial Review on 23rd September 2021, as an interview between Alex Gluyas (Markets Reporter, AFR) and Max Cappetta (CEO Redpoint)