Portfolio Update – Purchase of the Elston Australian Emerging Leaders Fund

By November 8, 2021Portfolio

Within the Australian equity component of investor portfolios, we have included the Elston Emerging Leaders fund (“Emerging Leaders”). The Emerging Leaders strategy invests in ASX listed businesses that are outside of the ASX100. The portfolio comprises a concentrated set of high-quality businesses with strong growth prospects.  

The extension of the portfolio’s exposure outside of the ASX100 and the establishment of the capabilities required to manage the strategy has been under consideration and development for the past two years. Accordingly, we believe the addition of the Emerging Leaders provides several advantages to investor portfolios.  

Specifically, it rounds out the underlying Australian equity exposure across the broader equity market whilst providing diversification benefits across investment style, investment themes, market capitalisation and market sectors.

For these reasons, we believe the combination of the Australian Large Companies and Emerging Leaders strategies will blend well, providing risk and return benefits.  

As always, thank you for your ongoing support; it is very much appreciated. If you have any questions or would like more information, please contact your SBB Wealth Representative.

 

WARNINGS AND DISCLOSURES: This material has been prepared for general information purposes only and not as specific advice to any particular person. Any advice contained in this material is General Advice and does not take into account any person’s individual investment objectives, financial situation or needs. Before making an investment decision based on this advice you should consider whether it is appropriate to your particular circumstances, alternatively seek professional advice. Where the General Advice relates to the acquisition or possible acquisition of a financial product, you should obtain a Product Disclosure Statement (“PDS”) relating to the product and consider the PDS before making any decision about whether to acquire the product. You will find further details of the service we provide and any cost to you within the Financial Services Guide. Any references to past investment performance are not an indication of future investment returns. Prepared by EP Financial Service Pty Ltd ABN 52 130 772 495 AFSL 325 252 (“Elston”). Although every effort has been made to verify the accuracy of the information contained in this material, Elston, its officers, representatives, employees and agents disclaim all liability (except for any liability which by law cannot be excluded), for any error, inaccuracy in, or omission from the information contained in this material or any loss or damage suffered by any person directly or indirectly through relying on this information.

Prepared by:
EP Financial Services Pty Ltd
ABN 52 130 772 495 AFSL 325 252 (“ELSTON”)
GPO Box 2220
Brisbane Q 4001