Institutional Strategies

We provide a number of actively managed institutional strategies designed to provide returns over a specified benchmark.

AUSTRALIAN SHARES CORE STRATEGY

The objective is to provide 2.0% – 3.0% p.a. value added over the benchmark S&P/ASX300 Accumulation Index over rolling 3 to 5 year periods.

AUSTRALIAN SHARES CORE ENHANCED STRATEGY

The objective is to provide 1.0% value added over the benchmark S&P/ASX300 Accumulation Index over rolling 3 to 5 year periods.

AUSTRALIAN SHARES LOW VOLATILITY STRATEGY

The objective is to provide total risk 15% lower than the market on average and total returns of 3% p.a. higher than the benchmark over rolling 3 year periods.

GLOBAL SHARES INCOME STRATEGY

The objective is to provide an annual yield that exceeds the yield of the MSCI World ex Australia, Net Returns Unhedged before fees and taxes. The strategy also aims to outperform its benchmark.

For further information please contact:

Andrew Chambers | Director
Pinnacle Investment Management Limited
T: +61 3 9044 1100
E: andrew.chambers@pinnacleinvestment.com.au

Andrew Findlay | Director
Pinnacle Investment Management Limited
T: +61 2 8970 7702
E: andrew.findlay@pinnacleinvestment.com.au

Megan Jenner | Director
Pinnacle Investment Management Limited
T: +61 2 8970 7724
E: megan.jenner@pinnacleinvestment.com.au