The Emerging Leaders Model Share Portfolio is for SMSF investors that wish to invest in growth oriented, small to mid cap stocks listed on the ASX. It has an enviable track record of long term performance, with a solid gross income yield.
To deliver strong returns above the ASX Small Cap index benchmark, over the medium to long term, by investing in a diversified portfolio of emerging Australian listed companies. The portfolio is suitable for investors seeking capital growth over a holding period of at least 3 years.
Our main strategy is to invest in quality companies with a sustainable business model, clear earnings visibility, strong balance sheet and sustainable dividend yield, as we believe this strategy will provide superior investment returns in the long run.
Accordingly, the portfolio retains an overweight exposure to a number of businesses with relatively defensive earnings streams, which is deemed prudent in the current low growth environment. Given the lack of quality companies to invest in the small resources universe (and their speculative nature), we continue to retain an underweight position in that sector in the portfolio with the understanding that from time to time this will lead to periods of under-performance versus the benchmark.
| Total Returns | 1yr% | 3yr %pa | 5yr %pa | 7yr %pa |
|---|---|---|---|---|
| Emerging Leaders Model | 38.24 | 19.84 | 14.89 | 14.72 |
| vs ASX Small Ordinaries Index | 32.30 | 9.22 | 9.57 | 9.42 |
| As at 31/07/2021 |
| Past performance is not a reliable indicator of future performance. Performance does not include franking credits, or other taxes or possible transaction costs . Performance is notional in nature and the actual performance of individual portfolios may differ to the performance of the Model. |
| PORTFOLIO STYLE AND CONSTRUCTION RULES | |
|---|---|
| INVESTMENT PHILOPSOPHY | Garp, High Conviction, Low Turnover |
| INVESTMENT UNIVERSE | Ex-Asx 100. Minimum Market Capitalisation of $150m |
| INCEPTION DATE | December |
| TYPICAL NO. OF STOCKS | 15 - 25 |
| AVERAGE TURNOVER | 25 - 35% |
| MIN. STOCK WEIGHT LIMIT | 2.5% |
| MAX. STOCK WEIGHT LIMIT | 15.0% |
| GICS SECTOR LIMIT | Sector |
| NON-INDEX LIMIT | 0 - 20% |
| CASH LIMIT | 0 - 10% |
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