Managed Accounts
Bespoke Managed Accounts
Off the Shelf Managed Accounts
Evergreen’s Off the Shelf Managed Accounts
Portfolio Objective
To provide returns of Cash + 1.5% pa over 3 year rolling periods, with lower volatility and more moderate drawdowns than peers.
Portfolio Description
The Evergreen Premier Conservative Portfolio provides investors with a portfolio that is invested primarily in defensive assets, with some level of exposure to growth assets. Investors should expect returns primarily in the form of income, with some long-term capital growth.
Using a ‘top-down, bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be resilient through various economic and market conditions
and will deliver on model objectives.
Portfolio Objective
To provide returns of Cash + 3.0% pa over 5 year rolling periods, with lower volatility and more moderate drawdowns than peers.
Portfolio Description
The Evergreen Premier Balanced Portfolio provides investors with a portfolio that is invested primarily in growth assets, with a moderate level of exposure to defensive assets. Investors should expect returns primarily in the form of long-term capital growth, with defensive assets providing a level of capital stability.
Using a ‘top-down, bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be
resilient through various economic and market conditions and will deliver on model objectives.
Portfolio Objective
To provide returns of Cash + 4.0% pa over 7 year rolling periods, with lower volatility and more moderate drawdowns than peers.
Portfolio Description
The Evergreen Premier Growth Portfolio provides investors with a portfolio that is invested primarily in growth assets, with some level of exposure to defensive assets. Investors should expect returns primarily in the form of long-term capital growth, with defensive assets providing some capital stability.
Using a ‘top-down, bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be resilient through
various economic and market conditions and will deliver on model objectives.
Portfolio Objective
To provide returns of CPI + 1.5% pa over 2-3 year rolling periods, with lower volatility and more moderate drawdowns than peers.
Portfolio Description
The Evergreen Advantage Defensive Portfolio provides investors with a portfolio that is invested solely in defensive assets. Investors should expect the Portfolio to provide strong capital preservation and returns primarily in the form of income.
Using a ‘top-down,bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be resilient through various economic and market conditions and will deliver on model
objectives.
Portfolio Objective
To provide returns of CPI + 4.5% pa over 5-7 year rolling periods, with lower volatility and more moderate drawdowns than peers.
Portfolio Description
The Evergreen Advantage Growth Portfolio provides investors with a portfolio that is invested solely in growth assets. Investors should expect returns primarily in the form of long-term capital growth.
Using a ‘top-down, bottom-up’ approach, Evergreen works to provide investors a well-diversified portfolio that will be resilient through various economic and market conditions and will deliver on model objectives.
Portfolio Objective
To provide returns of Cash + 3.0% pa over 5 year rolling periods, with lower volatility and more moderate drawdowns than peers through investing in a range of funds that meet a suitable standard of responsible investment, as defined by the ERIG Index.
Portfolio Description
The Evergreen Ethical Investment Balanced Portfolio provides investors with exposure to a portfolio of funds filtered on
responsible investment standards defined through the ERIG Index.
The portfolio is invested primarily in growth assets, with a moderate level of exposure to defensive assets. Investors should expect returns primarily in the form of long-term capital growth,
with defensive assets providing a level of capital stability.
Using a ‘top-down, bottom-up’ approach, Evergreen works to provide
investors a well-diversified portfolio that will be resilient through various economic and market conditions and will deliver on model
objectives.
Investment Bond
Evergreen Responsible Growth Model
Evergreen Responsible Growth Model
Evergreen is proud to have partnered with Generation Life to create the first multi-manager investment bond.
The Evergreen Responsible Growth Portfolio has been created to provide advisers and investors with the opportunity to invest in a long-term growth portfolio, designed to do more than just provide competitive investment outcomes.
This model was created for investors who care about their money being invested wisely, as well as doing good for themselves and future generations.
- Tax optimised investment bond.
- Responsible Investing.
- Meet both investment and sustainability objectives.
- Best-in-class investment managers.
Quantitative Analytics
GreenVUE Analytics
Scrutinise Portfolios with GreenVUE
- Performance
- Performance Attribution
- Wide Array of Risk Metrics
- Equity Equivalent Exposure
- Montecarlo Simulations
- Style Analysis
- Stress and Scenario Tests
Responsible Investment (ESG)
The ERIG Index
Evergreen Responsible Investment Grading Index
Contact
Contact Us
Our Address
Level 510 Bridge Street
Sydney NSW 2000
Our Postal Address
PO Box 552Royal Exchange NSW 1225
ABN and AFSL
ABN 75 602 703 202AFSL 486275