Oakleigh Multi Asset Growth Portfolio

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The Oakleigh Multi Asset Growth Portfolio is a transparent, fully managed investment solution with a tailored multi-asset investment strategy focused on capital preservation and long-term returns above inflation.

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The Portfolio Investment Philosophy:

The portfolio’s neutral Asset Allocation is based on Morningstar’s ‘Growth’ Strategic Asset Allocation, adjusted to provide higher domestic asset exposures. This equates to an overall neutral exposure of 70% growth and 30% defensive asset classes.

This portfolio deploys a ‘Dynamic Asset Allocation’ approach allowing flexibility for high cash stance at times of heightened risk or aggressive stance at times of opportunity. The portfolio will generally tilt between +10% and -10% growth assets (shares and property) around the neutral 70% exposure, subject to the Portfolio Managers assessment of risk.

Stock selection within the portfolio hold both growth and value securities with focus on shares that display:

  • Predictable, free-cash-flow generative businesses

  • High quality management and strong balance sheet

  • A sustainable competitive advantage and/or structural tailwinds

  • Companies that trade at a compelling discount to intrinsic value

Platform - Macquarie

HOW IS THE PORTFOLIO MANAGED?

We invest your money with the following core philosophy:

QUALITY

We focus on buying good quality investments at attractive prices looking at characteristics such as low debt levels, sustainable free cashflow, competitive advantage and earnings.

VALUE

The potential for return is greater and loss is lower if you purchase investments that are currently overlooked or underappreciated by other investors.

CAPITAL PRESERVATION

Our goal is to not invest in assets if the reward is not worth the risk. In other words, we’re happy to hold higher than normal levels of cash instead of overvalued assets at certain times. We value capital preservation over chasing short-term returns.

DIVERSIFICATION

Your investment portfolio will be managed through a Separately Managed Account (SMA). SMAs give each investor the advantages of direct ownership in the underlying investments as well as tax efficiencies. SMAs are different from managed funds, each person’s moneys are not pooled with those from other investors.

Who is the Portfolio Manager?

Oakleigh Investment Management Pty Limited is the Portfolio Manager of several investment portfolios, including the Oakleigh Multi Asset Growth Portfolio.

Oakleigh Investment Management is part of the Oakleigh Financial Services group, an Adelaide based, boutique financial services business with advisers who have been providing financial solutions to small business owners, families and high-net-worth clients for over fifteen years. The group specialise in portfolio construction, asset allocation and investment management with a focus on equities.

Oakleigh Investment Management is advised by the experienced investment professionals that comprise its Investment Committee.

Disclaimer

This document is issued by Oakleigh Investment Management Pty Ltd ABN 59 640 392 516, a Corporate Authorised Representative AR 1285526 of Oakleigh Financial Services Pty Ltd. The information provided is for general use only. Whilst all reasonable care has been taken to ensure the accuracy of information provided, Oakleigh Investment Management does not accept responsibility for any inaccuracy or for investment decisions or any other actions taken by any person on the basis or content of the information included. Past performance is not a reliable indicator of future performance. Oakleigh Investment Management does not guarantee the performance of any investment or the return of capital. Oakleigh Investment Management warns that (a) Oakleigh Investment Management has not considered any individual person’s objectives, financial situation or particular needs, and (b) individuals should seek advice and consider whether the advice is appropriate in light of their goals, objectives and current situation. Before making any decision about whether to invest in a financial product, individuals should obtain and consider the disclosure document at macquarie.com.au/investing/macquarie-wrap. Refer to the Financial Services Guide (FSG) at oakleighfinancial.com/tcs for more information on services provided by the Oakleigh Financial Services group.