Resilient Strategies
Preservation
& Income
Targeting a yield of 4-5% with 2% capital growth from a low volatility sustainable strategy.
Core
Resilience
Targeting annual returns of 6% with a 2% yield from a diversified sustainable strategy.
Resilient
Growth
Targeting 7-9% growth per year using a barbell approach to sustainable investing.
Regenerative
Growth
Targeting 10%+ growth per year with a long-term approach to maximise sustainable returns.
Performance Reports
Our Resilient Strategies are comparable to traditional portfolios from an asset allocation perspective, our performance is competitive as demonstrated in our reports.
Our Heritage Strategies have a long track record of performing in line with ARC and MPI Peer Group Indices.
