Tactical Growth
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, %
Investor suitability
Investors who have a high tolerance for volatility.
Risk level
Very High. Negative return 6 years in every 20 years. 25% lower than benchmark fund since inception.
Platforms available on
Praemium, DASH, Interactive Brokers.
Investment objective
This is a tactical asset allocation strategy aiming to generate returns 4.5% above Australia inflation over rolling 5-year periods. It has a mix of bonds and stocks designed for investors who have a higher tolerance for risk and want to take tactical tilts to different asset classes based on valuation.
Returns to Jun 2026 · % (p.a. 1y+)
| 1m | 1y | 3y | 5y | Incept. | |
|---|---|---|---|---|---|
| Pre fees | 3.1 | 8.9 | 10.5 | 7.3 | 8.0 |
| Post investment fees | 3.0 | 8.3 | 9.8 | 6.6 | 7.4 |
| Similar Funds | |||||
| Vanguard Diversified Growth | 1.4 | 10.7 | 11.7 | 6.9 | 8.1 |
| CPI + 4.5% | 0.4 | 8.5 | 7.5 | 8.8 | 7.7 |
Cumulative return · growth of $10,000
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, Australiand and International 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 and will choose to gradually build positions with dividends/excess capital rather than actively trading wherever possible.