HALO
Provide a balance of income and capital growth, with stronger fully franked income potential and direct beneficial ownership of the Australian equity sleeve.
A balanced mix of growth and defensive assets implemented through ETFs and managed funds, with the Australian equity sleeve held as directly beneficially owned shares. Weights are managed within permitted ranges, with ongoing monitoring, a formal quarterly review and rebalancing as required.
HALO Strategic Model Portfolios are professionally managed model portfolios designed to provide a complete model portfolio approach. The range includes HALO Core and HALO Focus, with six portfolios across Defensive, Balanced and Growth investment approaches.
HALO Core provides model portfolio options across Defensive, Balanced and Growth profiles, implemented using managed funds and ETFs. HALO Focus takes a more active approach, incorporating direct beneficial ownership, income-focused strategies and HALO thematic exposure where applicable.
There are six Strategic Model Portfolios:
HALO Core: Core Defensive, Core Balanced and Core Growth.
HALO Focus: Focus Balanced Franking, Focus Growth Momentum and Focus Growth Contrarian.
HALO oversees the ongoing investment process, including strategic asset allocation, investment selection, monitoring, model portfolio reviews and rebalancing. Tactical changes may also be made where the investment case supports them.
Strategic Model Portfolios are designed as broader, complete model portfolio solutions. HALO Thematic Model Portfolios provide targeted exposure to specific sectors, structural trends and investment themes identified by HALO Research.
Both. HALO Core can use ETFs and managed funds, with HALO selecting the investment vehicle it considers appropriate for each asset class and portfolio.
Where direct securities are used, investors have beneficial ownership of the underlying shares. This provides greater visibility over individual holdings and tax parcels and may allow eligible franking credits to be attributed to the investor.
Each model portfolio has a different investment objective, asset allocation and risk profile. Investors should consider their individual objectives, financial situation and needs, together with the relevant product information, before making an investment decision.
Discover the investment approach, asset allocation and underlying building blocks across the HALO Core & Focus range.
Our thematic portfolios provide targeted exposure to sectors, industries and long-term investment opportunities identified through HALO Research. They can be used individually or alongside a broader model portfolio approach to provide targeted exposure to selected investment themes.
Exploring opportunities in the expanding markets driving the future of global economies
Investing in the brands and behaviours shaping the way we live, work and shop
