Elston Australian Equities Income 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 benchmark over rolling five-year periods, before fees.
Benchmark
S&P ASX 100 Accumulation Index.
Investment Strategy
The portfolio is actively managed with a defined income tilt, prioritising higher-income-generating equities while maintaining exposure to long-term capital growth. In general, the portfolio will have a long-term average exposure of around 97% in growth assets and 3% in defensive assets, however the allocations will be actively managed within the allowable ranges depending on 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 Australian Equities Income Model Portfolio | 1.48% | 0.62% | 1.36% | 12.75% | - | - | - | - | 12.93% |
| Benchmark | 2.12% | -0.34% | -0.25% | 9.52% | - | - | - | - | 11.51% |
Investments can go up and down. Past performance is not a reliable indicator of future performance.
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Sector Allocation as at 30/4/2026
| Health Care | 4.4% | |
| Financials | 17.9% | |
| Materials | 18.9% | |
| Consumer Discretionary | 8.7% | |
| Industrials | 4.4% | |
| Energy | 6.1% | |
| Consumer Staples | 11.9% | |
| Communications | 7.8% | |
| Cash | 3.0% | |
| Real Estate | 12.1% | |
| Utilities | 4.9% |
Actual Sector Versus Benchmark as at 30/4/2026
Top 10 Holdings as at 30/04/2026
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