As a personalized discretionary investment management service (DIMS) provider, each SCL client account is managed to its own unique mandate with individualized portfolios that focus on absolute returns. Furthermore as SCL doesn't follow what may be considered a traditional asset allocation investment model returns may at times vary significantly from the market. This makes direct comparisons either between accounts or with the broader market inherently difficult however we have endeavored to represent in the chart below all client portfolios that are managed to similar mandates with a focus on growth and capital preservation in order to achieve superior risk adjusted returns.

The Balanced Index shown above is provided for comparison purposes only and consists of: 40% fixed income (S&P/NZX Investment Grade Corporate Bond Index); 30% global equities (MSCI World Index Gross); 10% Australian equities (S&P/ASX All Ordinaries Accumulation Index); 7.5% New Zealand equities (S&P/NZX 50 Index Gross); 7.5% New Zealand listed property (S&P/NZX Real Estate Select Index Gross); and 5% New Zealand cash (S&P/NZX Bank Bill 90-Day Index)

If you’d like to keep up to date, join our newsletter subscription below

Contact Us

Our Office Location

437 Lake Road
New Zealand