Evergreen Advantage GrowthEvergreen Advantage DefensiveEvergreen Premier BalancedEvergreen Premier GrowthEvergreen Premier Conservative

Evergreen Premier Models

Available on

 • HUB24

Evergreen Premier Models have 3 risk profiles

 • Conservative
 • Balanced
 • Growth

 

For a copy of the model profiles please click here

 

Please see below for the most recent monthly performance:

Model Portfolios

For our clients that are looking for managed portfolio opportunities for their customers we have undertaken extensive research to select a number of proven wrap platform providers for our range of model portfolios.

Our investment models have been built and are monitored using the same fundamental research on both asset allocation and fund manager selection we use for our bespoke clients.

Our asset allocation considerations include long term returns for each asset class, as well as volatility and correlation data.

We then find exceptional managers that we believe work together to deliver on the model objectives.

To obtain the most recent monthly performance information on our current investment models simply click on the model name alongside of your choice.

To find out more about the benefits of Managed Accounts please click on pdf 24 Why Managed Accounts Flyer.pdf

Evergreen Advantage SMAs

Available on

 • Macquarie Wrap

Evergreen Advantage SMAs have 2 distinct risk buckets, that can be combined to create a range of different risk profiles

 • Defensive SMA
 • Growth SMA


For a copy of the SMA profiles please click here

 

Please see below for the most recent monthly performance: