Using risk optimisation techniques gained from over 25 years experience in aggregating insurance risks, connectingthedots is able to "cherry pick" the ASX and apply the same techniques to investment portfolios.
This gives an average return for Australian equities of 29.1% per annum since 2017 with 28.4% in the last year. This is achieved by applying our Investment Strategy and by systematically optimising the risk-return balance across the portfolio over regular time periods. When managed actively, these returns can be boosted by an additional 10-20% p.a.
Our cumulative performance is set out in more detail in the chart following (passive strategy):
This performance compares more than favourably to that for all MySuper funds with an average of 7.35% for the last 10 years.
This methodology is reflected in our Corporate Investment Strategy.
Access to these returns is only available to our shareholders and employees via our superannuation fund. Existing clients may track our current portfolio by entering their client code in the righthand margin.
All our applications are built in R using shiny-server. Consultation services are available to wholesale and corporates via our contact form.