Gropep Limited (ASX: GRO) aims to deliver returns exceeding CPI by 4% to 5% annually before fees, focusing on minimizing negative returns over rolling 3-year periods. CPI is based on the RBA's Trimmed Mean from the Australian Bureau of Statistics. The Fund's investment strategy encompasses various asset classes: growth (0% - 75%), diversifying (0% - 75%), and defensive assets (0% - 100%). These classes range from shares and property securities offering high returns with increased volatility to higher-yielding debt and alternatives for diversification, and secure, lower-volatility investments like investment-grade debt securities and cash equivalents. The fund may utilize derivatives and active currency management. With an annual volatility of 4.0% over three years and a Sharpe ratio of 0.0, notable holdings include BLACKROCK AAA CLO ETF, AUSTRALIA (COMMONWEALTH OF) 2.75 21-NOV2029 Reg-S, AUSTRALIA (COMMONWEALTH OF) 2.75 21-NOV2027 Reg-S, SIMPLIFY MBS ETF, and TREASURY (CPI) NOTE 0.5 15-JAN-2028.
Customer Notice:
Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
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Nextgen Global Services Pty Ltd trading as Kapitales Research (ABN 89 652 632 561) is a Corporate Authorised Representative (CAR No. 1293674) of Enva Australia Pty Ltd (AFSL 424494). The information contained in this website is general information only. Any advice is general advice only. No consideration has been given or will be given to the individual investment objectives, financial situation or needs of any particular person. The decision to invest or trade and the method selected is a personal decision and involves an inherent level of risk, and you must undertake your own investigations and obtain your own advice regarding the suitability of this product for your circumstances. Please be aware that all trading activity is subject to both profit & loss and may not be suitable for you. The past performance of this product is not and should not be taken as an indication of future performance.
