sustainable growth model

As of 31 March 2022

Performance at a glance
1.85%

1 month

-4.43%

6 month

8.19%

1 year

8.07%

Since Inception p.a

Investment Objective

The AAN Sustainable Growth Model has an objective to outperform CPI by 4% p.a before fees over rolling 7-year periods, through investing in a diversified portfolio of growth and income assets that meet the manager’s ESG requirements.

Investment Description

This portfolio has a strategic allocation of 90% growth assets and 10% defensive assets. It seeks exposure to Australian and international shares, property and fixed income assets via investing in managed funds, ETFs and/or Australian equity model portfolios.

Key Features
  • Actively managed investment option.

  • Minimum suggested time frame is 7 years.

  • Strategic asset allocation of 90% allocation to growth assets and 10% allocation to defensive assets.

  • Up to 8 – 60 securities can be held in the portfolio.

  • It is considered a higher risk investment option.

  • The investment fee is 0.40% and the indirect cost ratio is 0.45% and has no performance fees.

Top 5 holdings

As of 31 March 2022

wdt_IDSECURITY%
1STEWART INVESTORS WRLDWIDE SUSTNBY13.58
2BETASHARES GLOBAL SUSTAINABILITY LEADERS ETF14.49
3VANGUARD ETHICALLY CONSCIOUS INTERNATIONAL SHARES INDEX ETF14.58
4BETASHARES AUSTRALIAN SUSTAINABILITY LEADERS ETF14.74
5ALPHINITY SUSTAINABLE SHARE15.79

asset allocation

As of 31 March 2022


Performance

As of 31 March 2022

wdt_IDPERIODTOTAL %
11 mth1.85
23 mth-7.57
36 mth-4.43
41 yr8.19
8Inception p.a8.07

returns over time

As of 31 March 2022


*Total net returns represent past performance only. Past performance is not a reliable indicator of future performance. Returns of the Fund can be volatile and in some periods may be negative. The return of capital is not guaranteed. Composite Benchmark: 42.5% S&P/ASX 300 TR Index || 5% Bloomberg AusBond Composite Index || 42.5% MSCI World Index (AUD) || 5% Bloomberg Barclays Global Aggregate TR Hedged AUD || 5% FTSE EPRA Nareit Developed TR Hedged AUD. This Model Portfolio is subject to the risk of stock market fluctuations. Investors accessing the Model Portfolio through a master trust or wrap account will also bear any fees charged by the operator of such master trust or wrap account. Any apparent discrepancies in the numbers are due to rounding. Management costs and buy/sell spread are current as at the date of publication of this website. These fees may be subject to change in the future. Total returns (net) have been calculated using exit prices and take into account the applicable buy/sell spread and are net of AANAM’s management costs, transactional and operational costs and assumes reinvestment of distributions. No allowance has been made for tax. Returns of more than one year are annualised. The return of capital is not guaranteed.

Benefits of our investment models

Diversification

The aim is to reduce risk while maximising performance through selection of managers and portfolio rebalancing.

Professionally Managed

Award winning professionals are behind you every step of the way.

Best value

We have negotiated discounts from leading global managers and these savings will be passed down to clients.

LOW BROKERAGE

We are dedicated to passing on maximum savings to the client in every way possible with low brokerage fees.

Customised for clients

Investments will always be unique to the client’s individual needs and goals.

Exclusive

Each of the models was exclusively developed for clients of the Australian Advice Network.

Investor Representation

The Investment Committee comprises professional representatives for the investor.

Transparency

All AAN Asset Management processes are designed and implemented knowing that complete transparency is paramount for both the adviser and investor.

view model returns

frequently asked questions

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wdt_IDSub-periodCumulative TWR after expAAN Sustainable Growth Benchmark
117.12.200.540.00
218.12.200.05-0.69
319.12.200.05-0.69
420.12.200.05-0.69
521.12.200.01-0.81
622.12.20-0.31-1.03
723.12.200.21-0.98
824.12.200.18-0.75
925.12.200.18-0.75
1026.12.200.18-0.75

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