Corporate superannuation funds are required to have an Investment Strategy as part of their obligations under the Superannuation Industry (Supervision) Act 1993. connectingthedots is pleased is offer its wholesale Investment Strategy which has achieved annual returns of excess of 30% per annum for growth assets over the last 6 years (to April 2022).
Our unique Strategy features 2 key portfolio benchmarks as follows:
- Valued Added Return above Market Index
- Risk Reduction via Reduced Volatility
These are demonstrated in the diagram below (in green).
It is also worth noting that all Investment Strategies are required to be reviewed by the Trustees every year and we recommend quarterly benchmarking and performance attribution.
Please use the email box above to secure a copy of our Investment Strategy in full.
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