CARE Investment Philosophy

The CARE philosophy is designed to mitigate risks by promoting smart decisions via long-term investment strategies.


The Active component is designed to take advantage of long-term market themes by systematically adjusting allocation from under- to overvalued asset classes. This bucket incorporates a blend of ETF investments, including local and global shares, emerging market shares, global small companies, and gold.


Designed to provide a steady income stream with very low risk to capital, the Reserves bucket protects you from volatility and capital loss occurring in the short term. Cultivating long-term investments in shares and property reduces the chance of having to sell assets in low markets.


Consisting of Australian and overseas shares, the Enhanced portion of your portfolio is designed to deliver above-market returns. Investments are made in ASX 100 companies, with the option to invest in a portfolio of international shares managed by a specialist manager.

The CARE Philosophy is designed to guide investor behaviour, maximise returns and help you get the most out of your investments. Discover how this investment approach can build your financial future by getting in touch with our team.

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