DDH Conservative Growth Fund
The DDH Conservative Growth Fund invests in predominantly defensive assets across Australian & international markets, giving investors access to wholesale portfolios managed by QIC.
The Fund aims to achieve an investment return of Bloomberg AusBond Bank Bill Index plus 1.25% (before fees and taxes) over rolling three-year periods, and to provide relatively stable returns over the medium term with the potential for some long - term capital growth, through investment in the Underlying Funds.
The Underlying Funds allocates the majority of their investments to defensive assets such as fixed interest and cash with the objective of providing the combined portfolio with relativley stable returns. The residual amount of the porfolio is allocated to growth assets, such as listed shares, property and infrastructure securities, to provide the potential for capital growth. For risk management purposes, the Fund may hedge some of its currency exposure.
QIC seeks to add value by utilising an Equilibrium Asset Allcoation (EAA) framework to build the Underlying Funds and guide positioning over medium to long-term time frames. EAA represents the unconstrained long-term target positioning of the Underlying Funds through a full investment cycle. QIC also utilises an Opportunistic Asset Allocation (OAA) approach to tilt asset allocations in response to changing valuations and general market conditions. OAA can reduce overall portfolio volatility whilst increasing returns in the selection of the investments held by the Underlying Funds.
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. QIC’s active management, quantitative approach and Opportunistic Asset Allocation (OAA) provides the potential for long-term growth and positive risk adjusted returns.
Diversification. Risk management through diversification utilising a mixture of traditional asset classes with alternatives including private equity, infrastructure, real estate and private debt to reduce volatility in changing market conditions.
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 Fund Profile & Performance Report - Dec 2023
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