Stonehouse Wealth Management

Description

The Stonehouse Core Value Portfolio is a diversified investment designed to be the core, or foundation, of our clients overall investment strategy. It incorporates the long-held ideals of Stonehouse being ones of value and contrarian based investing, with the Portfolio seeking to achieve growth in all market cycles to deliver long term wealth creation, with an emphasis on capital preservation.

Objective

Over rolling five year periods:

  • an after fee and expense investment performance greater than the Cash Rate plus 3.5% p.a., 
    and
  • 6% p.a. target volatility as measured by standard deviation of returns.

 

Strategy

The dynamic investment process utilised by Stonehouse aims to help investors create wealth carefully over time through a Portfolio designed to both take advantage of rising markets, but also limit losses to capital in difficult market conditions.

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

Please click here for the Financial Report for 30 June 2017.

Please click here for the Financial Report for 30 June 2016.