DirectPortfolio has style

THE latest prospectus from investment manager Direct-Portfolio neatly illustrates some of the emerging trends in investment styles.

It has introduced a new investment option called Theta, which has some of the characteristics of a hedge fund.

It is designed for sophisticated investors who are sceptical about the ability of blue chip shares to achieve the double-digit returns of the past decade, without some assistance from enhancing strategies.

The Theta portfolio features extensive use of exchange-traded options as well as short selling, with the aim of achieving competitive returns in most years despite variable market conditions.

It is an aggressive investment style and is pitched at investors who understand and can tolerate volatile returns.

At the other end of the risk spectrum, DirectPortfolio has introduced an investment option that takes advantage of the growing number of interest rate securities now available.

Income Plus is designed for retirees who pay little or no tax and are seeking a reliable monthly income.

It achieves this goal by investing primarily in interest rate securities (such as corporate bonds), convertible notes and property trusts.

DirectPortfolio has two investment options that are based on the performance of the 20 Leaders and 50 Leaders indices.

These are managed in a similar way to many managed funds – they fluctuate in line with the market as a whole.

DirectPortfolio also offers what it calls ‘unbenchmarked’ investment options, which are not constrained by the weighting of companies in the ASX indices.

This gives the manager a lot more flexibility.

Add your comment

BNIQ sponsored byECU School of Business and Law


6th-Australian Institute of Management WA20,000
7th-Murdoch University16,584
8th-South Regional TAFE10,549
9th-Central Regional TAFE10,000
10th-The University of Notre Dame Australia6,708
48 tertiary education & training providers ranked by total number of students in WA

Number of Employees

BNiQ Disclaimer