DDH Aggressive Growth Fund
The DDH Aggressive Growth Fund is 100% invested in Growth assets, spread between domestic and international equity, subject to limited allocations to cash and foreign currency.
The Fund aims to provide long-term capital growth by investing in a diversified portfolio of Australian and international shares, which it achieves through investment in the Underlying Funds.
Through investment in a combination of the Underlying Funds, the Fund’s benchmark asset allocation is 100% invested in growth assets (shares), subject to limited allocations to cash and foreign currency. Allocations between the Underlying Funds are reviewed regularly although a reallocation is only considered in response to a fundamental change in long-term expectations or market demand. QIC seeks to add value through a disciplined approach to the selection of the investments held by the Underlying Funds. For risk management purposes, some of the Underlying Funds may hedge some of their currency exposure.
DDH has appointed QIC Limited ACN 130 539 123 (QIC) as the Fund’s wholesale investment manager.
QIC is one of Australia’s largest wholesale specialist fund managers with over 30 years’ experience in providing multi-asset portfolios and alternative assets with a long-term mindset. For further information on QIC, please refer to their website: https://www.qic.com/.
Access to expertise in multi-asset investing. QIC is one of Australia’s largest wholesale specialist fund managers with over 30 years’ experience in providing multi-asset portfolios and alternative assets with a long-term mindset.
Active management. The Underlying Funds are actively managed by QIC who holds investments with several managers who specialise in value, momentum, low beta and quality factors using quantitative processes and a combination of risk and behavioural based factors.
Capital growth. The Fund is designed to provide investors with long-term capital growth by investing in a diverse and dynamic portfolio of Australian and international shares through targeted and direct exposures using external specialist managers.
Click here for the latest performance details.
DDH Graham Limited (DDH) is a Brisbane-based funds management and administration organisation. Established in 1981, they offer a wide range of investment products and services including cash management accounts, a variety of managed funds as well as super and non-super administration capabilities.
For over four decades DDH has provided the national financial services sector with solutions. Delivering valuable, personalised service over this period has established the strength of our reputation in the Australian marketplace. We are extremely proud of our reputation, and by extension we are extremely proud of our team. The longevity and loyalty exhibited by both senior leadership and our staff are critical to the personalised quality of service we show our clients.
As at 1 December 2023, DDH Group currently manages and administers over $14 billion in funds nationally, on behalf of financial intermediaries and other financial services partners.
DDH is an unlisted public company owned by David Graham, Peter Lockhart and Ugo Di Girolamo. DDH is the holder of an Australian Financial Services Licence (No. 226319) and holds GS 007 accreditation (audit of internal controls).
Ugo has more than 40 years' experience in the financial services industry including several years in financial markets with exposure to areas including funding, foreign exchange, fixed interest and risk management. In addition to being the Executive Chairman of DDH Graham, he is also Chairman of both Australian Money Market Pty Ltd and Acclaim Wealth.
The fund update provides perfomance and asset allocation information, in addition to commentary from the Fund's investment manager, QIC.
Quarterly Performance Report and Fund Profile - Dec 2023
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