Australian Shares
Beresfords Australian Shares portfolio is focused on maximising after tax returns and takes a conservative approach to blue chip investing.
The objective of the portfolio is to achieve long term capital growth and dividend income through a low turnover and index unaware portfolio of the highest quality Australian shares. By keeping turnover low, we seek to keep taxable gains to a minimum for investors. This conservative Australian shares portfolio seeks to be less volatile than the Australian share market. Lower volatility is achieved by investing in high quality businesses with conservative balance sheets and relatively predictable business models.
The investment time frame is greater than 7 years.
