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Redpoint Industrials Separately Managed Account

Model Description: The Redpoint Industrials SMA is a diversified portfolio benchmarked to the S&P/ASX 100 Industrials Accumulation Index. Having been specifically designed for SMA implementation, the portfolio seeks to deliver a return in line with the benchmark (after fees) while holding less than half the stocks in the investible universe. Turnover is expected to be low with the portfolio tilted towards holding better quality companies while also carefully managing risk.

Investment approach: Redpoint employs a structured (rules-based) management strategy, which seeks to construct a representative portfolio of better quality companies that provides a return broadly comparable to that of the benchmark on an after fees basis. The approach is designed to provide a model portfolio with low turnover, appropriate risk controls relative to the benchmark, and comparatively lower costs.

Redpoint's selection bias towards quality companies is expected to give the portfolio a slight defensive tilt. This is anticipated to provide a modest outperformance during periods of market stress but marginal underperformance when speculative stocks are in favour. This slight bias is Redpoint’s preferred method for sensibly allocating capital given the strategy is constrained to holding less than half the stocks in the benchmark universe.

 

Portfolio facts

Fund objective

To provide a total return in line with the Benchmark after fees, over a rolling 5 year period.

APIR code

NUN0101AU

Inception date

May 2015

Benchmark

S&P/ASX 100 Industrials Accumulation Index

Minimum suggested timeframe

5 Years

Management Fee

0.40% (including GST, net of RITC)

Minimum initial investment

$10,000

Minimum additional investment

No minimum

Automatic payment of investment income

Yes

Typical number of stocks

30-40

Research ratings

Lonsec: Rated

The above is just a snapshot of the Fund's terms and features. Further terms and conditions are set out in the Fund's PDS.

How to invest in the fund

Direct investors:
Speak to you financial adviser for more information or invest directly through the Product Disclosure Statement.

Advisers:
Speak to your Business Development Manager for more information on available platforms.