Portfolios

Equity Rotation in the U.S.

More than 50% of S&P500 companies have already reported in the U.S. Q2 earning season. 80% of the firms registered a positive EPS surprise. The question for most investors now, is whether the earnings growth results will keep driving positive global equity market dynamics for the 2nd half of the year.

Best Ideas

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Sustainable Future

A focused equity strategy that invests in stocks at the cutting edge of the sustainability revolution.

Global Equity ETF

A core, globally diversified equity strategy that uses ETFs to own the market at low cost.

Global Brands

Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.

Single Stock Portfolios

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US REIT

A diversified portfolio of US listed real estate that seeks to generate a yield higher than the broader equity market.

US Equity Income

Large cap U.S. listed equity portfolio that offers above-average dividend income and defensive characteristics.

US Brands

Exposure to large and stable household names globally – high-quality companies that have proven, over time, to be able to preserve and grow their global earnings base.

Fund and ETF Portfolios

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Global Moderate ETF

A core, globally diversified ETF strategy to own the market at low cost. 50/50 risk vs income assets.

Global Equity ETF

A core, globally diversified equity strategy that uses ETFs to own the market at low cost.

Global Conservative ETF

A core, globally diversified ETF strategy to own the market at low cost. 35/65 risk vs income assets.