MGD Wealth

Description

The LDI Connect 3 Portfolio (the Portfolio) is a multi-asset portfolio designed to provide a source of defensively invested capital for the funding of specific portfolio liabilities that fall due during the next 3 to 6 years – in line with the MGD Wealth Liability Driven Investing philosophy.

The LDI Connect 7 Portfolio (the Portfolio) is a multi-asset portfolio designed to provide a source of investment capital for the funding of specific long term portfolio liabilities that fall due beyond a 7 year period, where access to ready capital is not a high priority in the short term - in line with the MGD Wealth Liability Driven Investing philosophy.

The LDI Connect 20 Portfolio (the Portfolio) is a multi-asset portfolio designed to provide a source of investment capital for the funding of specific long term portfolio liabilities that fall due beyond 20 years or more, where access to ready capital is not a high priority in the short term – in line with the MGD Wealth Liability Driven Investing philosophy.

 

Objective

LDI Connect 3:

Over rolling three year periods:

  • an after fee and expense investment performance greater than the Cash Rate1 plus 2% p.a., and
  • 4% p.a. target volatility as measured by standard deviation of returns.

 

LDI Connect 7:

Over rolling seven year periods:

  • an after fee and expense investment performance greater than the Cash Rate1 plus 5% p.a., and
  • 8% p.a. target volatility as measured by standard deviation of returns.


LDI Connect 20:

Over rolling twenty year periods:

  • an after fee and expense investment performance greater than the Cash Rate1 plus 7% p.a., and
  • 12% p.a. target volatility as measured by standard deviation of returns.


Strategy

The key portfolio strategy options for incorporating the LDI Connect 3 Portfolio within an overall portfolio could include:

  • providing a source of investment capital for the funding of specific portfolio liabilities that fall due during the next 3 to 6 years, and/or
  • providing an all-in-one diversified portfolio solution for investors who are looking for a portfolio of principally defensive assets and investments, and/or
  • providing a core defensive portfolio solution that can be complemented with satellite or more targeted investments to achieve the desired overall portfolio strategy

 

The key portfolio strategy options for incorporating the LDI Connect 7 Portfolio within an overall portfolio could include:

  • providing a source of investment capital for the funding of specific long term portfolio liabilities that fall due within the next 7 to 20 years, and/or
  • providing an all-in-one diversified portfolio solution for investors who are looking for a portfolio of principally growth assets and investments, and/or
  • providing a core growth portfolio solution that can be complemented with satellite or more targeted investments to achieve the desired overall portfolio strategy.

 

The key portfolio strategy options for incorporating the LDI Connect 20 Portfolio within an overall portfolio could include:

  • providing a source of investment capital for the funding of specific long term portfolio liabilities that fall due beyond 20 years or more, and/or
  • providing a concentrated yet diversified portfolio solution for investors who are looking for a portfolio of principally growth assets and investments, and/or
  • providing a high growth focused portfolio solution that can be complemented with more defensive investments to achieve the desired overall portfolio strategy.


Please click here for the latest version of the fund PDS.

Please click here for the LDI Connect 3 Portfolio, LDI Connect 7 Portfolio and LDI Connect 20 Portfolio fact sheet.

Please click here for the annual report 2017.