Elston Income 50 Model Portfolio
Features
Information
Fees
Platform Availability
Hub24, Netwealth, MyNorth, CFS Edge.
Investment Objective
The aim of the portfolio is to generate income above the composite benchmark over rolling four-year periods, before fees.
Benchmark
The Composite Benchmark is an index calculated as the weighted average of the indices selected as benchmarks for each asset class.
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 asset classes, including cash and fixed interest securities. In general, the portfolio will have a long-term average exposure of around 50% in growth assets and 50% in defensive assets, however the allocations will be actively managed within the allowable ranges, depending on prevailing market conditions.
Research House Ratings
RatingPortfolio Managers
Cumulative Performance
| 1 Mo | 3 Mo | 6 Mo | 1 Yr | 3 Yr (p.a.) | 5 Yr (p.a.) | 7 Yr (p.a.) | 10 Yr (p.a.) | Inception (p.a.) | |
|---|---|---|---|---|---|---|---|---|---|
| Elston Income 50 Model Portfolio | 1.63% | 0.94% | 1.72% | 8.50% | - | - | - | - | 8.14% |
| Benchmark | 1.86% | 0.49% | 0.73% | 7.70% | - | - | - | - | 8.00% |
Investments can go up and down. Past performance is not a reliable indicator of future performance.
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Asset Allocation as at 30/4/2026
| Australian Equities | 28.0% | |
| International Equities | 12.0% | |
| Global Listed Property | 5.0% | |
| Global Listed Infrastructure | 6.0% | |
| Australian Fixed Interest | 24.0% | |
| International Fixed Interest | 19.0% | |
| Cash | 6.0% |
Current (TAA) vs Long Term (SAA) Asset Allocation
| Portfolio | TAA | SAA |
|---|---|---|
| Australian Equities | 28.0% | 28.0% |
| International Equities | 12.0% | 12.0% |
| Global Listed Property | 5.0% | 5.0% |
| Global Listed Infrastructure | 6.0% | 5.0% |
| Australian Fixed Interest | 24.0% | 20.0% |
| International Fixed Interest | 19.0% | 18.0% |
| Cash | 6.0% | 12.0% |
| Asset Range |
|---|
| 13 - 43% |
| 0 - 27% |
| 0 - 20% |
| 0 - 20% |
| 5 - 35% |
| 3 - 33% |
| 1 - 27% |
Top 10 Holdings as at 30/04/2026
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