Redpoint Industrials SMA

Retail / Adviser

Redpoint Industrials SMA

Strategy Facts

Objective

The Industrials Strategy aims to provide a total return in line with the Benchmark after fees and costs, over a rolling 5-year period.

Benchmark

ASX100 Industrials Accumulation Index

Allocation

Australian Industrial Companies

Active Risk

~1%pa

Turnover

~10-30%

Fee

0.40%

Buy/Sell Spread

Not Applicable

Unit

Not Applicable

Minimum Investments

Not Applicable

Number of Stocks

40

Inception Date

30th April 2015

Accreditations

The Redpoint Industrials SMA is accredited by the Responsible Investment Association of Australia.

Consultancy Ratings

How to Invest

The Redpoint Industrials SMA is available on the following platforms.

Further Information

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.

  • Transparency - Know your income and tax position at all times to enable more efficient management of your overall tax affairs.
  • Direct Ownership - Company dividends are paid directly to your cash account when received from the company - no need to wait for a quarterly or annual fund distribution
  • Professional Management - The Model Portfolio which your account will track is overseen by an experienced team with a proven approach to equity market investing

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.

  • Industrials only focus
  • Responsible - RIAA Accredited
  • Diversified & Low Turnover
  • Low Cost

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.

Performance

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

Latest Fund Update

Strategy Holdings

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

Insights