Portfolios

Designed for

The Ord Minnett Australian Core Equities Portfolio is suitable for investors who:

• are wishing to share in the long-term prosperity of major Australian listed companies
• seek income via dividends – this income will be distributed to investors when received
• are able to tolerate investment risk

Investment objective

The objective of the Ord Minnett Australian Core Equities Portfolio is to grow the value of your investment through a combination of capital growth and income via dividends by investing in a diversified portfolio of Australian shares.

Where possible the portfolio manager aims to enhance after-tax returns through franking credits, the consideration of holding periods and relatively low turnover. Investors should seek to achieve expected returns over a minimum five year horizon. 

Investment universe

• ASX-listed securities (or securities which are due to be listed on the ASX within six months)
• Cash
• The managed portfolio does not invest in derivatives

Asset allocation ranges 

• Australian shares 80% - 100%
• Cash 0% - 20%

Typical number of stocks

• 10 to 20 stocks

Designed for

The Ord Minnett Australian Emerging Companies Portfolio is suitable for investors who:

• want to share in the long-term prosperity of emerging Australian listed companies
• seek capital growth over the longer term
• have a higher tolerance to investment risk

Investment objective

The objective of the Ord Minnett Australian Emerging Companies Portfolio is to grow the value of your investment, primarily through capital growth by investing in a portfolio of shares in emerging Australian companies. Where possible the portfolio manager aims to enhance after-tax returns through the consideration of holding periods and relatively low turnover. Investors should seek to achieve expected returns over a minimum five-year horizon. 

Investment universe

• ASX-listed securities (or securities which are due to be listed on the ASX within six months)
• Cash
• The managed portfolio does not invest in derivatives

Asset allocation ranges 

• Australian shares 80% - 100%
• Cash 0% - 20%

Typical number of stocks

• 10 to 20 stocks

Designed for

Ord Minnett Australian Listed Interest Rate Securities Portfolio is suitable for investors who:

• seek a primarily income-based return from a portfolio of quality listed interest rate securities issued by quality Australian companies; and
• are prepared to tolerate a level of investment risk similar to that of share ownership and the usual risks associated with fixed-interest investments

Income will be distributed to investors UMA cash account when received. 

Investment objective

The objective of the Ord Minnett Australian Listed Interest Rate Securities Portfolio is to outperform the UBS Bank Bill Index (0+yr) Maturity (SBCBB) over a three year period. The portfolio will aim to meet this objective by generating a reliable income stream from a portfolio of quality listed interest rate securities, while striving to preserve (and grow, where appropriate) the capital value of the portfolio.

Where possible the portfolio manager aims to enhance after-tax returns through franking credits, the consideration of holding periods and relatively low turnover. Investors should seek to achieve expected returns over a minimum three year horizon.

Investment universe

• ASX-listed securities (or securities which are due to be listed on the ASX within six months)
• Cash
• The portfolio does not invest in derivatives

Asset allocation ranges 

• Listed interest rate securities 90% – 100% 
• Cash 0% - 20%

Typical number of stocks

• 10 to 20 stocks

Designed for

The Ord Minnett Responsible Equities Portfolio is designed for investors who want to share in the long-term prosperity of Australian companies and wish to take into consideration a company’s environmental, governance and social impacts. A responsible investing framework is applied to account for these impacts and avoid companies that operate outside acceptable parameters. Suitable investors should also be seeking income via dividends and be able to tolerate investment risk. This income will be distributed to investor’s UMA cash account when received. 

Investment objective

The objective of the portfolio is to grow the value of an investment through a combination of capital growth and income via dividends. The Portfolio will aim to outperform the S&P/ASX 100 Industrials (TR) Index over a five year period.

Where possible the manager aims to enhance after-tax returns through imputation credits, the consideration of holding periods and relatively low turnover. Investors should seek to achieve expected returns over a minimum five year horizon.

Investment universe

• ASX-listed securities
• Cash
• The managed portfolio does not invest in derivatives

Asset allocation ranges 

• Australian shares 80% – 100%
• Cash 0% – 20% 

Typical number of stocks

• 10 to 20 stocks