ACTIVETactical Multi-Asset · Managed Account

Tactical Growth

8.0% p.a. pre-fees
since inception3

Fund profile

Number of stocks
80-120
Objective
CPI + 4.5%
Management
Active
Hedging
Optional6

Suggested minimums1

Initial investment
$5,000
Additional deposits
$1
Time invested
5 years +

Fees· % p.a.

Investment fee
0.64%
Indirect cost ratio2
0.00%
Performance fee
None
Admin fee4
Varies by platform

Asset allocation · vs range, %

Bonds 8
Cash 4
Cash & Bonds 12
International 54
Australian 34
Total shares 88
CurrentStrategicRange

Investor suitability

Investors who have a high tolerance for volatility.

Risk level

High. Negative return 5 years in every 20 years. 25% lower than benchmark fund since inception.

Platforms available on

Praemium, DASH, Interactive Brokers.

Investment objective

The Tactical Growth Portfolio aims to deliver returns of 4.5% above inflation over rolling five-year periods. It invests across shares and bonds, actively adjusting asset allocations as market conditions change. Designed for investors with a higher tolerance for risk, the portfolio seeks to enhance long-term returns through active management.

Returns to Jul 2026 · % (p.a. 1y+)

1m1y3y5yIncept.
Pre fees 0.57.110.46.88
Post investment fees 0.56.49.76.17.3
Similar Funds
Vanguard Diversified Growth -0.38.110.86.68.0
CPI + 4.5% 0.47.17.58.87.7

Cumulative return · growth of $10,000

Tactical GrowthVanguard Diversified GrowthCPI + 4.5%
$12,500$15,000$17,500$20,000 Jul 17Jul 19Jul 21Jul 23Jul 25Jul 26

Investment strategy

This strategy uses a top-down global macro strategy that seeks to identify and exploit inefficiencies between markets, regions, countries, and sectors for an Australian investor. It uses a mix of tactical asset allocation, Australian and Global large-cap stock selection with a focus on quality and value stocks. This gives investors a core investment in a transparent low cost structure that can be efficiently mixed with other assets or strategies to deliver optimum returns for the risk taken. The fund often takes a longer term view on assets. It gradually builds positions with dividends/excess capital rather than actively trading wherever possible.