Elston Growth 30 Model Portfolio
Features
Information
Fees
Platform Availability
Investment Objective
The aim of the portfolio is to outperform the composite benchmark, over rolling three-year periods, after fees.
Investment Strategy
An actively managed diversified portfolio of securities across both growth asset classes such as Australian and international equities, property and infrastructure; and defensive oriented asset classes, such as cash and fixed interest securities. In general, the portfolio will have a long-term average exposure of around 30% in growth assets and 70% in defensive assets, however the allocations will be actively managed within the allowable ranges depending on market conditions.
Research House Ratings
RatingPortfolio Managers
SQM Research
The rating contained in this document is issued by SQM Research Pty Ltd ABN 93 122 592 036 AFSL 421913. SQM Research is an investment research firm that undertakes research on investment products exclusively for its wholesale clients, utilising a proprietary review and star rating system. The SQM Research star rating system is of a general nature and does not take into account the particular circumstances or needs of any specific person. The rating may be subject to change at any time. Only licensed financial advisers may use the SQM Research star rating system in determining whether an investment is appropriate to a person’s particular circumstances or needs. You should read the product disclosure statement and consult a licensed financial adviser before making an investment decision in relation to this investment product. SQM Research receives a fee from the Fund Manager for the research and rating of the managed investment scheme.
Investments can go up and down. Past performance is not a reliable indicator of future performance.
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Asset Allocation as at 30/4/2025
| Australian Equities | 18.00% | |
| International Equities | 6.00% | |
| Global Listed Infrastructure | 3.00% | |
| Australian Fixed Interest | 33.00% | |
| International Fixed Interest | 30.00% | |
| Cash | 7.00% | |
| Property Shares | 3.00% |
Actual vs Target Asset Allocation as at 30/4/2025
Asset allocation range
| Asset class | Asset range |
|---|---|
| Australian Equities | 3-33% |
| International Equities | 0-21% |
| Listed Property | 0-18% |
| Listed Infrastructure | 0-18% |
| Australian Fixed Income | 14-44% |
| International Fixed Income | 11-41% |
| Cash | 1-30% |
Top 10 Holdings as at 30/04/2025
Highlights
− The S&P/ASX 300 Accumulation Index returned +3.6% and the MSCI ACWI Ex Australia NR Index (A$) -1.8%.
− In fixed income, the Bloomberg AusBond Composite 0-5Yr TR Index returned +1.2% and the Bloomberg Global Aggregate TR Hedged Index +0.9%.
− The A$ rose +2.7% to $0.640.
− Within the Australian equities, the strongest sector performers were Information Technology (+7.3%), Communication Services (+7.0%) and Consumer Discretionary (+6.9%) while Energy (-8.4%), Materials (+0.4%) and Utilities (+1.9%) were the weakest performers. Large Caps (S&P/ASX 100) +3.8% outperformed Small Caps (S&P/ASX Small Ordinaries) +1.8%.
− Within the International equities, North America (MSCI North America AUD) -2.9% underperformed Europe (MSCI Europe AUD) +1.6% while Developed Markets (MSCI World AUD) -1.7% underperformed Emerging Markets (MSCI EM AUD) -1.3%.
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