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The Beanstalk Investment Portfolio
The Beanstalk Investment Portfolio is designed for investors who are seeking a complete investment solution. The manager constructs a portfolio offering attractive value after considering all asset classes: Australian shares, international shares, government and corporate bonds, listed property trusts, cash etc. The portfolio is not guided by benchmarks and enjoys the benefits of diversification though it will not acquire this benefit at any price. It is for this reason that the portfolio may exclude an asset classes entirely for a period of time.
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The Beanstalk Investment Portfolio, being high conviction and long-term in nature, may experience higher volatility than other so called balanced funds. It aims to outperform its peer group of balanced funds over the long-term.
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This portfolio largely follows in construction the Beanstalk High Conviction Balanced Portfolio, for which external mandates are offered.
The Six-Monthly Beanstalk Balanced Report - December 2021