The Mainstreet International Share Model Portfolio is an actively managed concentrated portfolio designed for investors seeking international diversification with a long-term investment objective focused on achieving portfolio growth with less focus on generating excess income. Investors in this portfolio are prepared to accept higher volatility in return for higher growth.
While there is no orientation to a benchmark for portfolio construction purposes, the objective of this model portfolio is to outperform the All MSCI World (Ex Australian) Companies Index.
Designed for investors with a long-term investment objective who:
The stock selection process has a strong bottom-up discipline and focuses on buying quality internationally based companies at reasonable prices. We define quality companies as being those companies with the following five attributes:
Where we are satisfied that a company possesses quality characteristics, then it is eligible for inclusion in the portfolio. However, it must also represent value and sit comfortably within our portfolio construction requirements.
A range of valuation methodologies are used depending on the nature of the company being assessed to identify mispriced opportunities.
The portfolio construction process is influenced by a top-down economic appraisal and considers the risk characteristics of the portfolio, such as stock and sector correlations.
Mainstreet’s International ‘Global Leaders’ equities portfolio is designed for investors seeking international diversification with a long-term investment objective focused on achieving portfolio growth with less focus on generating excess income. Investors in this portfolio are prepared to accept higher volatility in return for higher growth.
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