Index Plus Portfolio

Index Plus Portfolio, Investment Comittee

Index Plus Investment Committee – Dec 2024

This month’s investment committee meeting revealed a market environment that can best be described as “quietly optimistic.” Inflation is settling into central bank target ranges, employment remains strong, and consumer spending is holding up—surprisingly so in both the U.S. and Australia. Yet, behind the scenes, everyone is preparing for possible shifts in 2024.

Index Plus Portfolio

Index Plus – Initial Holdings

The Index Plus Portfolio is constructed to outperform the ASX 200 benchmark by 3-4% annually. By balancing stable market exposure with tactical allocations in high-growth and thematic sectors, the portfolio aims to deliver enhanced returns without taking on excessive risk.

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